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 | $59,931 | $54,350+10.3% | $82,719-27.5% | $68,494-12.5% |
| Participation rate | 57.5% | 63.9%-6.4pp | 72.6%-15.1pp | 67.9%-10.4pp |
| Annual return | -20.21% | -13.67%-6.5pp | 701.18%-721.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,599 | $2,218-27.9% | $3,009-46.8% | $2,596-38.4% |
| Participant deferral / active EE | $4,487 | $3,246+38.2% | $4,395+2.1% | $4,027+11.4% |
| Admin fee / account holder | $17,272 | $4,395+293.0% | $5,329+224.1% | $5,403+219.7% |