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 | $58,349 | $57,354+1.7% | $83,848-30.4% | $64,186-9.1% |
| Participation rate | 51.4% | 68.6%-17.2pp | 76.1%-24.7pp | 69.6%-18.1pp |
| Annual return | -9.33% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $593 | $2,545-76.7% | $3,631-83.7% | $2,381-75.1% |
| Participant deferral / active EE | $1,329 | $2,993-55.6% | $4,082-67.4% | $3,470-61.7% |
| Admin fee / account holder | $4,867 | $4,046+20.3% | $5,478-11.2% | $4,888-0.4% |