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 | $30,515 | $56,199-45.7% | $67,652-54.9% | $59,632-48.8% |
| Participation rate | 63.4% | 71.5%-8.1pp | 75.7%-12.2pp | 68.7%-5.3pp |
| Annual return | -2.47% | 18505.31%-18507.8pp | 6625.04%-6627.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,668 | $1,614+3.3% | $2,266-26.4% | $2,203-24.3% |
| Participant deferral / active EE | $3,111 | $2,844+9.4% | $3,560-12.6% | $3,192-2.5% |
| Admin fee / account holder | $7,612 | $3,958+92.3% | $4,821+57.9% | $4,297+77.1% |