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 | $49,537 | $95,862-48.3% | $79,550-37.7% | $134,475-63.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -20.74% | -2.69%-18.1pp | 0.16%-20.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,136 | $3,128-63.7% | $2,413-52.9% | $4,740-76.0% |
| Participant deferral / active EE | $1,493 | $4,693-68.2% | $3,985-62.5% | $6,400-76.7% |
| Admin fee / account holder | $896 | $9,126-90.2% | $6,832-86.9% | $11,426-92.2% |