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 | $31,004 | $95,862-67.7% | $79,550-61.0% | $134,475-76.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -24.39% | -2.69%-21.7pp | 0.16%-24.6pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,107 | $3,128-64.6% | $2,413-54.1% | $4,740-76.6% |
| Participant deferral / active EE | $1,813 | $4,693-61.4% | $3,985-54.5% | $6,400-71.7% |
| Admin fee / account holder | $3,027 | $9,126-66.8% | $6,832-55.7% | $11,426-73.5% |