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 | $78,813 | $100,852-21.9% | $90,404-12.8% | $158,922-50.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | -6.25% | 1724.20%-1730.5pp | 1293.02%-1299.3pp | 302.83%-309.1pp |
| Employer contribution / active EE | $3,686 | $3,689-0.1% | $3,262+13.0% | $4,761-22.6% |
| Participant deferral / active EE | $5,245 | $4,348+20.6% | $3,963+32.3% | $5,982-12.3% |
| Admin fee / account holder | $3,058 | $6,501-53.0% | $5,611-45.5% | $11,246-72.8% |