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 | $32,951 | $56,199-41.4% | $67,652-51.3% | $59,632-44.7% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | -6.43% | 18505.31%-18511.7pp | 6625.04%-6631.5pp | 2041.28%-2047.7pp |
| Employer contribution / active EE | $1,197 | $1,614-25.9% | $2,266-47.2% | $2,203-45.7% |
| Participant deferral / active EE | $2,773 | $2,844-2.5% | $3,560-22.1% | $3,192-13.1% |
| Admin fee / account holder | $2,991 | $3,958-24.4% | $4,821-38.0% | $4,297-30.4% |