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 | $46,331 | $76,000-39.0% | $154,107-69.9% | $64,186-27.8% |
| Participation rate | 45.7% | 70.4%-24.7pp | 83.0%-37.3pp | 69.6%-23.9pp |
| Annual return | -8.64% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,356 | $3,351-59.5% | $5,298-74.4% | $2,381-43.1% |
| Participant deferral / active EE | $1,650 | $3,175-48.0% | $5,081-67.5% | $3,470-52.4% |
| Admin fee / account holder | $4,837 | $5,596-13.6% | $13,411-63.9% | $4,888-1.1% |