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 | $31,236 | $99,032-68.5% | $80,019-61.0% | $135,375-76.9% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -11.22% | 15.39%-26.6pp | 11.22%-22.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,187 | $3,043-61.0% | $2,468-51.9% | $4,779-75.2% |
| Participant deferral / active EE | $4,318 | $4,282+0.8% | $3,686+17.2% | $5,609-23.0% |
| Admin fee / account holder | $871 | $10,436-91.7% | $6,521-86.6% | $10,827-92.0% |