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 | $68,084 | $73,867-7.8% | $143,757-52.6% | $68,494-0.6% |
| Participation rate | 51.3% | 66.7%-15.4pp | 80.3%-29.0pp | 67.9%-16.6pp |
| Annual return | -22.06% | 1.01%-23.1pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $530 | $3,184-83.4% | $4,951-89.3% | $2,596-79.6% |
| Participant deferral / active EE | $1,443 | $3,384-57.4% | $5,637-74.4% | $4,027-64.2% |
| Admin fee / account holder | $1,871 | $5,755-67.5% | $14,673-87.2% | $5,403-65.4% |