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 | $30,991 | $138,065-77.6% | $123,544-74.9% | $135,375-77.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -11.23% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,030 | $5,151-80.0% | $4,628-77.7% | $4,779-78.4% |
| Participant deferral / active EE | $4,440 | $6,799-34.7% | $6,426-30.9% | $5,609-20.8% |
| Admin fee / account holder | $589 | $10,916-94.6% | $9,284-93.7% | $10,827-94.6% |