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 | $40,812 | $70,669-42.2% | $169,368-75.9% | $75,163-45.7% |
| Participation rate | 57.1% | 64.8%-7.6pp | 77.1%-20.0pp | 67.2%-10.0pp |
| Annual return | -6.69% | 36.36%-43.1pp | 405.60%-412.3pp | 160.62%-167.3pp |
| Employer contribution / active EE | $1,468 | $2,211-33.6% | $4,013-63.4% | $2,670-45.0% |
| Participant deferral / active EE | $2,765 | $4,311-35.9% | $6,221-55.6% | $4,125-33.0% |
| Admin fee / account holder | $3,662 | $5,402-32.2% | $9,003-59.3% | $5,651-35.2% |