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 | $38,207 | $69,010-44.6% | $159,960-76.1% | $68,494-44.2% |
| Participation rate | 54.5% | 65.4%-10.9pp | 78.0%-23.4pp | 67.9%-13.3pp |
| Annual return | -50.78% | -9.65%-41.1pp | 408.60%-459.4pp | -7.84%-42.9pp |
| Employer contribution / active EE | $1,293 | $2,213-41.6% | $4,226-69.4% | $2,596-50.2% |
| Participant deferral / active EE | $1,810 | $4,212-57.0% | $6,182-70.7% | $4,027-55.1% |
| Admin fee / account holder | $4,448 | $4,798-7.3% | $8,698-48.9% | $5,403-17.7% |