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 7-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 | $36,652 | $57,354-36.1% | $83,848-56.3% | $64,186-42.9% |
| Participation rate | 44.0% | 68.6%-24.6pp | 76.1%-32.1pp | 69.6%-25.6pp |
| Annual return | -9.28% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $721 | $2,545-71.7% | $3,631-80.1% | $2,381-69.7% |
| Participant deferral / active EE | $1,782 | $2,993-40.5% | $4,082-56.3% | $3,470-48.6% |
| Admin fee / account holder | $493 | $4,046-87.8% | $5,478-91.0% | $4,888-89.9% |