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 | $46,146 | $64,707-28.7% | $112,228-58.9% | $68,494-32.6% |
| Participation rate | 42.9% | 67.2%-24.3pp | 75.1%-32.2pp | 67.9%-25.0pp |
| Annual return | -32.15% | -11.40%-20.7pp | 27.45%-59.6pp | -7.84%-24.3pp |
| Employer contribution / active EE | $1,731 | $2,746-37.0% | $3,635-52.4% | $2,596-33.3% |
| Participant deferral / active EE | $4,136 | $3,565+16.0% | $4,728-12.5% | $4,027+2.7% |
| Admin fee / account holder | $17,445 | $5,232+233.4% | $6,410+172.2% | $5,403+222.9% |