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 | $28,272 | $82,630-65.8% | $64,105-55.9% | $125,391-77.5% |
| Participation rate | 45.0% | 75.9%-30.9pp | 68.2%-23.2pp | 83.2%-38.2pp |
| Annual return | -4.82% | 1489.72%-1494.5pp | 791.24%-796.1pp | 282.22%-287.0pp |
| Employer contribution / active EE | $632 | $2,671-76.4% | $1,820-65.3% | $4,866-87.0% |
| Participant deferral / active EE | $1,457 | $3,608-59.6% | $2,822-48.4% | $5,352-72.8% |
| Admin fee / account holder | $2,256 | $6,382-64.7% | $4,499-49.9% | $9,540-76.4% |