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 | $23,622 | $97,757-75.8% | $83,848-71.8% | $135,375-82.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -13.33% | 1287.37%-1300.7pp | 850.88%-864.2pp | 519.73%-533.1pp |
| Employer contribution / active EE | $1,907 | $4,222-54.8% | $3,631-47.5% | $4,779-60.1% |
| Participant deferral / active EE | $7,186 | $4,682+53.5% | $4,082+76.0% | $5,609+28.1% |
| Admin fee / account holder | $1,256 | $6,674-81.2% | $5,478-77.1% | $10,827-88.4% |