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 | $35,590 | $57,354-37.9% | $83,848-57.6% | $64,186-44.6% |
| Participation rate | 37.5% | 68.6%-31.1pp | 76.1%-38.6pp | 69.6%-32.1pp |
| Annual return | -9.33% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $799 | $2,545-68.6% | $3,631-78.0% | $2,381-66.4% |
| Participant deferral / active EE | $1,705 | $2,993-43.0% | $4,082-58.2% | $3,470-50.9% |
| Admin fee / account holder | $3,402 | $4,046-15.9% | $5,478-37.9% | $4,888-30.4% |