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 | $29,809 | $60,124-50.4% | $90,404-67.0% | $79,858-62.7% |
| Participation rate | 52.7% | 65.0%-12.3pp | 72.7%-20.0pp | 69.6%-16.9pp |
| Annual return | 4.30% | 71.94%-67.6pp | 1293.02%-1288.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,003 | $2,938-65.9% | $3,963-74.7% | $3,740-73.2% |
| Admin fee / account holder | $328 | $3,976-91.8% | $5,611-94.2% | $5,306-93.8% |