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 | $34,218 | $91,190-62.5% | $178,490-80.8% | $79,858-57.2% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | -4.70% | 24.19%-28.9pp | 151.07%-155.8pp | 31.71%-36.4pp |
| Employer contribution / active EE | $1,746 | $3,256-46.4% | $5,011-65.2% | $2,471-29.3% |
| Participant deferral / active EE | $3,636 | $3,236+12.4% | $5,202-30.1% | $3,740-2.8% |
| Admin fee / account holder | $25,624 | $6,751+279.6% | $13,984+83.2% | $5,306+382.9% |