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 | $52,593 | $82,630-36.4% | $64,105-18.0% | $125,391-58.1% |
| Participation rate | 35.3% | 75.9%-40.6pp | 68.2%-32.9pp | 83.2%-47.9pp |
| Annual return | -6.70% | 1489.72%-1496.4pp | 791.24%-797.9pp | 282.22%-288.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,227 | $3,608-38.3% | $2,822-21.1% | $5,352-58.4% |
| Admin fee / account holder | $3,084 | $6,382-51.7% | $4,499-31.5% | $9,540-67.7% |