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 | $45,688 | $138,044-66.9% | $125,339-63.5% | $134,475-66.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -22.31% | 750.33%-772.6pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,770 | $5,243-66.2% | $4,814-63.2% | $4,740-62.6% |
| Participant deferral / active EE | $9,408 | $7,799+20.6% | $7,446+26.3% | $6,400+47.0% |
| Admin fee / account holder | $427 | $11,571-96.3% | $10,010-95.7% | $11,426-96.3% |