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 | $45,162 | $57,354-21.3% | $83,848-46.1% | $64,186-29.6% |
| Participation rate | 30.9% | 68.6%-37.7pp | 76.1%-45.2pp | 69.6%-38.7pp |
| Annual return | -9.70% | 11.38%-21.1pp | 850.88%-860.6pp | 7.63%-17.3pp |
| Employer contribution / active EE | $922 | $2,545-63.8% | $3,631-74.6% | $2,381-61.3% |
| Participant deferral / active EE | $1,302 | $2,993-56.5% | $4,082-68.1% | $3,470-62.5% |
| Admin fee / account holder | $2,471 | $4,046-38.9% | $5,478-54.9% | $4,888-49.4% |