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 5-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 | $38,589 | $138,044-72.0% | $125,339-69.2% | $134,475-71.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.50% | 750.33%-772.8pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,367 | $5,243-73.9% | $4,814-71.6% | $4,740-71.2% |
| Participant deferral / active EE | $7,357 | $7,799-5.7% | $7,446-1.2% | $6,400+15.0% |
| Admin fee / account holder | $501 | $11,571-95.7% | $10,010-95.0% | $11,426-95.6% |