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 | $53,168 | $138,065-61.5% | $123,544-57.0% | $135,375-60.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -17.70% | 153.68%-171.4pp | 119.20%-136.9pp | 519.73%-537.4pp |
| Employer contribution / active EE | $17,171 | $5,151+233.3% | $4,628+271.0% | $4,779+259.3% |
| Participant deferral / active EE | $7,725 | $6,799+13.6% | $6,426+20.2% | $5,609+37.7% |
| Admin fee / account holder | $402 | $10,916-96.3% | $9,284-95.7% | $10,827-96.3% |