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 | $27,372 | $64,707-57.7% | $112,228-75.6% | $68,494-60.0% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.6pp |
| Annual return | -20.23% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,541 | $2,746-43.9% | $3,635-57.6% | $2,596-40.6% |
| Participant deferral / active EE | $2,302 | $3,565-35.4% | $4,728-51.3% | $4,027-42.8% |
| Admin fee / account holder | $2,424 | $5,232-53.7% | $6,410-62.2% | $5,403-55.1% |