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 | $30,183 | $58,208-48.1% | $81,812-63.1% | $80,856-62.7% |
| Participation rate | 2.0% | 63.4%-61.4pp | 72.3%-70.3pp | 67.6%-65.6pp |
| Annual return | -37.02% | 41.66%-78.7pp | 773.79%-810.8pp | 35.59%-72.6pp |
| Employer contribution / active EE | $425 | $2,340-81.8% | $2,912-85.4% | $2,755-84.6% |
| Participant deferral / active EE | $1,303 | $3,281-60.3% | $4,319-69.8% | $4,296-69.7% |
| Admin fee / account holder | $6,189 | $4,981+24.2% | $7,386-16.2% | $6,918-10.5% |