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 | $32,319 | $109,327-70.4% | $89,391-63.8% | $158,922-79.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | -4.46% | 345.68%-350.1pp | 245.62%-250.1pp | 302.83%-307.3pp |
| Employer contribution / active EE | $1,534 | $3,170-51.6% | $2,586-40.7% | $4,761-67.8% |
| Participant deferral / active EE | $1,507 | $4,598-67.2% | $3,890-61.3% | $5,982-74.8% |
| Admin fee / account holder | $5,697 | $6,153-7.4% | $4,881+16.7% | $11,246-49.3% |