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 | $69,226 | $97,757-29.2% | $83,848-17.4% | $135,375-48.9% |
| Participation rate | 59.1% | 80.0%-20.9pp | 76.1%-17.1pp | 82.6%-23.5pp |
| Annual return | -10.05% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,813 | $4,222-57.1% | $3,631-50.1% | $4,779-62.1% |
| Participant deferral / active EE | $4,088 | $4,682-12.7% | $4,082+0.2% | $5,609-27.1% |
| Admin fee / account holder | $5,072 | $6,674-24.0% | $5,478-7.4% | $10,827-53.2% |