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 8-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 | $30,339 | $48,265-37.1% | $68,791-55.9% | $68,494-55.7% |
| Participation rate | 61.1% | 60.7%+0.4pp | 69.0%-7.9pp | 67.9%-6.8pp |
| Annual return | -22.56% | -12.71%-9.9pp | -6.38%-16.2pp | -7.84%-14.7pp |
| Employer contribution / active EE | $3,049 | $1,829+66.8% | $2,655+14.8% | $2,596+17.4% |
| Participant deferral / active EE | $2,747 | $2,867-4.2% | $3,941-30.3% | $4,027-31.8% |
| Admin fee / account holder | $4,295 | $4,355-1.4% | $4,932-12.9% | $5,403-20.5% |