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 | $35,565 | $54,350-34.6% | $82,719-57.0% | $68,494-48.1% |
| Participation rate | 59.5% | 63.9%-4.5pp | 72.6%-13.1pp | 67.9%-8.4pp |
| Annual return | -21.78% | -13.67%-8.1pp | 701.18%-723.0pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,936 | $2,218-12.7% | $3,009-35.7% | $2,596-25.4% |
| Participant deferral / active EE | $2,061 | $3,246-36.5% | $4,395-53.1% | $4,027-48.8% |
| Admin fee / account holder | $1,148 | $4,395-73.9% | $5,329-78.5% | $5,403-78.8% |