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 | $46,203 | $46,674-1.0% | $117,472-60.7% | $68,494-32.5% |
| Participation rate | 51.4% | 56.8%-5.3pp | 70.6%-19.2pp | 67.9%-16.5pp |
| Annual return | -21.77% | -14.52%-7.3pp | 29.74%-51.5pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,050 | $1,505-30.2% | $4,176-74.9% | $2,596-59.6% |
| Participant deferral / active EE | $1,341 | $2,636-49.1% | $4,070-67.0% | $4,027-66.7% |
| Admin fee / account holder | $9,177 | $4,020+128.3% | $5,645+62.6% | $5,403+69.9% |