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 | $33,767 | $82,630-59.1% | $64,105-47.3% | $125,391-73.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -4.73% | 1489.72%-1494.4pp | 791.24%-796.0pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,866 | $2,671-30.1% | $1,820+2.5% | $4,866-61.7% |
| Participant deferral / active EE | $4,733 | $3,608+31.2% | $2,822+67.7% | $5,352-11.6% |
| Admin fee / account holder | $1,278 | $6,382-80.0% | $4,499-71.6% | $9,540-86.6% |