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 | $61,884 | $97,757-36.7% | $83,848-26.2% | $135,375-54.3% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -9.81% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,590 | $4,222-38.6% | $3,631-28.7% | $4,779-45.8% |
| Participant deferral / active EE | $5,643 | $4,682+20.5% | $4,082+38.3% | $5,609+0.6% |
| Admin fee / account holder | $1,223 | $6,674-81.7% | $5,478-77.7% | $10,827-88.7% |