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 | $36,521 | $42,383-13.8% | $76,523-52.3% | $64,186-43.1% |
| Participation rate | 37.0% | 58.1%-21.1pp | 68.0%-31.0pp | 69.6%-32.5pp |
| Annual return | -9.13% | -16.54%+7.4pp | -0.27%-8.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $595 | $1,563-61.9% | $2,647-77.5% | $2,381-75.0% |
| Participant deferral / active EE | $1,496 | $2,566-41.7% | $3,835-61.0% | $3,470-56.9% |
| Admin fee / account holder | $10,212 | $3,198+219.3% | $4,848+110.6% | $4,888+108.9% |