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 | $56,632 | $45,566+24.3% | $64,105-11.7% | $59,632-5.0% |
| Participation rate | 36.0% | 60.2%-24.2pp | 68.2%-32.2pp | 68.7%-32.7pp |
| Annual return | -3.71% | 4.95%-8.7pp | 791.24%-795.0pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,378 | $2,057+15.6% | $2,822-15.7% | $3,192-25.5% |
| Admin fee / account holder | $7,182 | $3,268+119.8% | $4,499+59.6% | $4,297+67.1% |