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 | $31,952 | $71,883-55.6% | $86,677-63.1% | $68,494-53.4% |
| Participation rate | 47.6% | 72.2%-24.6pp | 76.6%-29.0pp | 67.9%-20.3pp |
| Annual return | -18.97% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,148 | $2,173-47.2% | $2,836-59.5% | $2,596-55.8% |
| Participant deferral / active EE | $2,464 | $3,779-34.8% | $4,656-47.1% | $4,027-38.8% |
| Admin fee / account holder | $1,106 | $6,112-81.9% | $7,493-85.2% | $5,403-79.5% |