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 | $36,928 | $49,177-24.9% | $79,464-53.5% | $64,186-42.5% |
| Participation rate | 32.1% | 65.0%-32.9pp | 73.3%-41.2pp | 69.6%-37.4pp |
| Annual return | -9.00% | -1.16%-7.8pp | 718.14%-727.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $882 | $2,076-57.5% | $2,800-68.5% | $2,381-62.9% |
| Participant deferral / active EE | $2,722 | $2,821-3.5% | $3,704-26.5% | $3,470-21.5% |
| Admin fee / account holder | $480 | $3,839-87.5% | $5,113-90.6% | $4,888-90.2% |