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 | $36,556 | $81,900-55.4% | $119,609-69.4% | $68,494-46.6% |
| Participation rate | 44.7% | 71.9%-27.2pp | 79.3%-34.5pp | 67.9%-23.2pp |
| Annual return | -20.65% | -23.82%+3.2pp | -14.97%-5.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,325 | $2,693-50.8% | $4,232-68.7% | $2,596-49.0% |
| Participant deferral / active EE | $3,017 | $4,148-27.3% | $5,602-46.1% | $4,027-25.1% |
| Admin fee / account holder | $2,325 | $6,582-64.7% | $10,323-77.5% | $5,403-57.0% |