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 | $29,186 | $91,190-68.0% | $178,490-83.6% | $79,858-63.5% |
| Participation rate | 32.8% | 69.2%-36.4pp | 81.9%-49.1pp | 69.6%-36.8pp |
| Annual return | -0.57% | 24.19%-24.8pp | 151.07%-151.6pp | 31.71%-32.3pp |
| Employer contribution / active EE | $491 | $3,256-84.9% | $5,011-90.2% | $2,471-80.1% |
| Participant deferral / active EE | $1,043 | $3,236-67.8% | $5,202-79.9% | $3,740-72.1% |
| Admin fee / account holder | $13,270 | $6,751+96.6% | $13,984-5.1% | $5,306+150.1% |