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 | $35,613 | $49,177-27.6% | $79,464-55.2% | $64,186-44.5% |
| Participation rate | 30.3% | 65.0%-34.7pp | 73.3%-43.0pp | 69.6%-39.3pp |
| Annual return | -10.65% | -1.16%-9.5pp | 718.14%-728.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $612 | $2,076-70.5% | $2,800-78.1% | $2,381-74.3% |
| Participant deferral / active EE | $1,659 | $2,821-41.2% | $3,704-55.2% | $3,470-52.2% |
| Admin fee / account holder | $656 | $3,839-82.9% | $5,113-87.2% | $4,888-86.6% |