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 | $91,667 | $57,281+60.0% | $86,612+5.8% | $75,163+22.0% |
| Participation rate | 40.7% | 63.2%-22.5pp | 71.7%-31.0pp | 67.2%-26.5pp |
| Annual return | -59.93% | 2670.75%-2730.7pp | 591.07%-651.0pp | 160.62%-220.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,007 | $3,318-39.5% | $4,438-54.8% | $4,125-51.3% |
| Admin fee / account holder | $844 | $4,112-79.5% | $5,614-85.0% | $5,651-85.1% |