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 | $56,893 | $84,695-32.8% | $73,843-23.0% | $125,391-54.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -7.66% | 3123.53%-3131.2pp | 2267.84%-2275.5pp | 282.22%-289.9pp |
| Employer contribution / active EE | $1,958 | $3,123-37.3% | $2,787-29.7% | $4,866-59.8% |
| Participant deferral / active EE | $4,236 | $3,992+6.1% | $3,583+18.2% | $5,352-20.8% |
| Admin fee / account holder | $11,031 | $5,691+93.8% | $4,880+126.0% | $9,540+15.6% |