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 | $49,734 | $82,664-39.8% | $125,339-60.3% | $68,494-27.4% |
| Participation rate | 30.8% | 75.0%-44.3pp | 82.4%-51.6pp | 67.9%-37.1pp |
| Annual return | -23.39% | -5.97%-17.4pp | 572.05%-595.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,510 | $6,110-26.2% | $7,446-39.4% | $4,027+12.0% |
| Admin fee / account holder | $1,647 | $6,275-73.8% | $10,010-83.6% | $5,403-69.5% |