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 | $39,391 | $50,958-22.7% | $74,550-47.2% | $64,186-38.6% |
| Participation rate | 47.6% | 61.1%-13.4pp | 69.1%-21.5pp | 69.6%-21.9pp |
| Annual return | -10.02% | -1.86%-8.2pp | 32.53%-42.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $488 | $1,115-56.3% | $1,961-75.1% | $2,381-79.5% |
| Participant deferral / active EE | $2,129 | $2,301-7.5% | $3,108-31.5% | $3,470-38.6% |
| Admin fee / account holder | $1,246 | $4,223-70.5% | $5,060-75.4% | $4,888-74.5% |