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 | $93,861 | $100,754-6.8% | $86,677+8.3% | $134,475-30.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -39.33% | 29.04%-68.4pp | 35.91%-75.2pp | 417.96%-457.3pp |
| Employer contribution / active EE | $1,858 | $3,489-46.7% | $2,836-34.5% | $4,740-60.8% |
| Participant deferral / active EE | $4,454 | $5,338-16.6% | $4,656-4.3% | $6,400-30.4% |
| Admin fee / account holder | $941 | $10,926-91.4% | $7,493-87.4% | $11,426-91.8% |