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 | $80,322 | $121,625-34.0% | $104,607-23.2% | $158,922-49.5% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | -18.31% | 465.26%-483.6pp | 340.46%-358.8pp | 302.83%-321.1pp |
| Employer contribution / active EE | $1,270 | $3,163-59.8% | $2,681-52.6% | $4,761-73.3% |
| Participant deferral / active EE | $1,470 | $4,177-64.8% | $3,740-60.7% | $5,982-75.4% |
| Admin fee / account holder | $829 | $7,787-89.3% | $6,473-87.2% | $11,246-92.6% |