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 | $32,613 | $57,354-43.1% | $83,848-61.1% | $64,186-49.2% |
| Participation rate | 40.8% | 68.6%-27.8pp | 76.1%-35.3pp | 69.6%-28.8pp |
| Annual return | -17.98% | 11.38%-29.4pp | 850.88%-868.9pp | 7.63%-25.6pp |
| Employer contribution / active EE | $1,223 | $2,545-51.9% | $3,631-66.3% | $2,381-48.6% |
| Participant deferral / active EE | $2,182 | $2,993-27.1% | $4,082-46.5% | $3,470-37.1% |
| Admin fee / account holder | $7,019 | $4,046+73.5% | $5,478+28.1% | $4,888+43.6% |