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 | $47,048 | $46,674+0.8% | $117,472-59.9% | $68,494-31.3% |
| Participation rate | 40.3% | 56.8%-16.5pp | 70.6%-30.3pp | 67.9%-27.6pp |
| Annual return | -20.97% | -14.52%-6.5pp | 29.74%-50.7pp | -7.84%-13.1pp |
| Employer contribution / active EE | $512 | $1,505-65.9% | $4,176-87.7% | $2,596-80.3% |
| Participant deferral / active EE | $1,276 | $2,636-51.6% | $4,070-68.6% | $4,027-68.3% |
| Admin fee / account holder | $1,357 | $4,020-66.3% | $5,645-76.0% | $5,403-74.9% |