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 | $56,847 | $138,044-58.8% | $125,339-54.6% | $134,475-57.7% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -21.31% | 750.33%-771.6pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,137 | $5,243-78.3% | $4,814-76.4% | $4,740-76.0% |
| Participant deferral / active EE | $2,574 | $7,799-67.0% | $7,446-65.4% | $6,400-59.8% |
| Admin fee / account holder | $2,083 | $11,571-82.0% | $10,010-79.2% | $11,426-81.8% |