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 | $35,339 | $75,828-53.4% | $147,614-76.1% | $59,632-40.7% |
| Participation rate | 51.7% | 71.6%-19.8pp | 84.6%-32.9pp | 68.7%-16.9pp |
| Annual return | -3.37% | 0.37%-3.7pp | 61.98%-65.3pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $997 | $3,485-71.4% | $5,564-82.1% | $2,203-54.7% |
| Participant deferral / active EE | $2,455 | $3,130-21.6% | $4,895-49.8% | $3,192-23.1% |
| Admin fee / account holder | $920 | $5,985-84.6% | $11,611-92.1% | $4,297-78.6% |