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 | $40,198 | $57,354-29.9% | $83,848-52.1% | $64,186-37.4% |
| Participation rate | 42.3% | 68.6%-26.3pp | 76.1%-33.8pp | 69.6%-27.3pp |
| Annual return | -10.23% | 11.38%-21.6pp | 850.88%-861.1pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,306 | $2,545-48.7% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $2,043 | $2,993-31.7% | $4,082-50.0% | $3,470-41.1% |
| Admin fee / account holder | $2,333 | $4,046-42.3% | $5,478-57.4% | $4,888-52.3% |