See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,396 | $45,152-8.3% | $73,843-43.9% | $59,632-30.6% |
| Participation rate | 43.2% | 64.0%-20.8pp | 73.4%-30.2pp | 68.7%-25.4pp |
| Annual return | -7.84% | 27.40%-35.2pp | 2267.84%-2275.7pp | 2041.28%-2049.1pp |
| Employer contribution / active EE | $1,254 | $1,902-34.1% | $2,787-55.0% | $2,203-43.1% |
| Participant deferral / active EE | $2,633 | $2,574+2.3% | $3,583-26.5% | $3,192-17.5% |
| Admin fee / account holder | $635 | $3,516-81.9% | $4,880-87.0% | $4,297-85.2% |