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 | $30,800 | $133,958-77.0% | $112,228-72.6% | $134,475-77.1% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -57.90% | 47.11%-105.0pp | 27.45%-85.3pp | 417.96%-475.9pp |
| Employer contribution / active EE | $2,334 | $4,038-42.2% | $3,635-35.8% | $4,740-50.7% |
| Participant deferral / active EE | $1,834 | $5,291-65.3% | $4,728-61.2% | $6,400-71.3% |
| Admin fee / account holder | $26,961 | $7,489+260.0% | $6,410+320.6% | $11,426+136.0% |