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 | $42,594 | $54,541-21.9% | $78,778-45.9% | $70,131-39.3% |
| Participation rate | 60.7% | 60.8%-0.1pp | 69.2%-8.5pp | 69.5%-8.8pp |
| Annual return | -6.32% | 21.07%-27.4pp | 35.62%-41.9pp | 73.14%-79.5pp |
| Employer contribution / active EE | $326 | $1,089-70.0% | $1,986-83.6% | $2,342-86.1% |
| Participant deferral / active EE | $3,529 | $2,210+59.7% | $2,958+19.3% | $3,332+5.9% |
| Admin fee / account holder | $5,922 | $3,709+59.7% | $5,134+15.3% | $4,645+27.5% |