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 | $38,654 | $57,354-32.6% | $83,848-53.9% | $64,186-39.8% |
| Participation rate | 29.8% | 68.6%-38.8pp | 76.1%-46.4pp | 69.6%-39.8pp |
| Annual return | -11.09% | 11.38%-22.5pp | 850.88%-862.0pp | 7.63%-18.7pp |
| Employer contribution / active EE | $829 | $2,545-67.4% | $3,631-77.2% | $2,381-65.2% |
| Participant deferral / active EE | $1,824 | $2,993-39.1% | $4,082-55.3% | $3,470-47.4% |
| Admin fee / account holder | $488 | $4,046-87.9% | $5,478-91.1% | $4,888-90.0% |