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 | $122,679 | $27,641+343.8% | $61,373+99.9% | $68,494+79.1% |
| Participation rate | 5.4% | 39.5%-34.1pp | 52.6%-47.2pp | 67.9%-62.5pp |
| Annual return | -41.19% | -13.24%-28.0pp | 338.61%-379.8pp | -7.84%-33.3pp |
| Employer contribution / active EE | $222 | $695-68.1% | $1,159-80.9% | $2,596-91.5% |
| Participant deferral / active EE | $1,459 | $1,263+15.5% | $2,125-31.3% | $4,027-63.8% |
| Admin fee / account holder | $8,217 | $2,010+308.8% | $2,130+285.8% | $5,403+52.1% |