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 | $46,814 | $100,852-53.6% | $90,404-48.2% | $158,922-70.5% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | -2.34% | 1724.20%-1726.5pp | 1293.02%-1295.4pp | 302.83%-305.2pp |
| Employer contribution / active EE | $3,722 | $3,689+0.9% | $3,262+14.1% | $4,761-21.8% |
| Participant deferral / active EE | $6,594 | $4,348+51.7% | $3,963+66.4% | $5,982+10.2% |
| Admin fee / account holder | $4,734 | $6,501-27.2% | $5,611-15.6% | $11,246-57.9% |