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 4-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 | $75,086 | $97,757-23.2% | $83,848-10.4% | $135,375-44.5% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | -11.20% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,114 | $4,222-73.6% | $3,631-69.3% | $4,779-76.7% |
| Participant deferral / active EE | $3,500 | $4,682-25.2% | $4,082-14.2% | $5,609-37.6% |
| Admin fee / account holder | $665 | $6,674-90.0% | $5,478-87.9% | $10,827-93.9% |