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 | $68,180 | $138,044-50.6% | $125,339-45.6% | $134,475-49.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -59.39% | 750.33%-809.7pp | 572.05%-631.4pp | 417.96%-477.4pp |
| Employer contribution / active EE | $15,176 | $5,243+189.4% | $4,814+215.3% | $4,740+220.2% |
| Participant deferral / active EE | $6,841 | $7,799-12.3% | $7,446-8.1% | $6,400+6.9% |
| Admin fee / account holder | $6,600 | $11,571-43.0% | $10,010-34.1% | $11,426-42.2% |