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 | $69,265 | $73,867-6.2% | $143,757-51.8% | $68,494+1.1% |
| Participation rate | 12.2% | 66.7%-54.4pp | 80.3%-68.1pp | 67.9%-55.6pp |
| Annual return | -48.05% | 1.01%-49.1pp | -0.04%-48.0pp | -7.84%-40.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,787 | $3,384-17.6% | $5,637-50.6% | $4,027-30.8% |
| Admin fee / account holder | $617 | $5,755-89.3% | $14,673-95.8% | $5,403-88.6% |