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 | $37,525 | $48,576-22.8% | $169,463-77.9% | $56,287-33.3% |
| Participation rate | 49.5% | 65.8%-16.3pp | 77.8%-28.2pp | 69.9%-20.3pp |
| Annual return | -8.58% | -2.51%-6.1pp | 1.83%-10.4pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,430 | $1,559-8.3% | $4,159-65.6% | $2,111-32.3% |
| Participant deferral / active EE | $1,754 | $3,275-46.4% | $5,277-66.8% | $3,350-47.6% |
| Admin fee / account holder | $1,064 | $435+144.6% | $9,109-88.3% | $521+104.3% |