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 | $42,036 | $97,757-57.0% | $83,848-49.9% | $135,375-68.9% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -10.17% | 1287.37%-1297.5pp | 850.88%-861.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,442 | $4,222-65.9% | $3,631-60.3% | $4,779-69.8% |
| Participant deferral / active EE | $2,121 | $4,682-54.7% | $4,082-48.0% | $5,609-62.2% |
| Admin fee / account holder | $491 | $6,674-92.6% | $5,478-91.0% | $10,827-95.5% |