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 | $28,956 | $175,202-83.5% | $149,673-80.7% | $139,434-79.2% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | -26.42% | 166.71%-193.1pp | 134.42%-160.8pp | 372.94%-399.4pp |
| Employer contribution / active EE | $1,561 | $5,474-71.5% | $4,818-67.6% | $4,751-67.1% |
| Participant deferral / active EE | $2,729 | $6,519-58.1% | $5,680-52.0% | $6,710-59.3% |
| Admin fee / account holder | $67,620 | $16,150+318.7% | $13,210+411.9% | $11,403+493.0% |