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 | $47,344 | $57,354-17.5% | $83,848-43.5% | $64,186-26.2% |
| Participation rate | 56.0% | 68.6%-12.6pp | 76.1%-20.1pp | 69.6%-13.6pp |
| Annual return | -9.62% | 11.38%-21.0pp | 850.88%-860.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,376 | $2,545-45.9% | $3,631-62.1% | $2,381-42.2% |
| Participant deferral / active EE | $1,721 | $2,993-42.5% | $4,082-57.8% | $3,470-50.4% |
| Admin fee / account holder | $1,070 | $4,046-73.5% | $5,478-80.5% | $4,888-78.1% |