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 | $71,934 | $138,044-47.9% | $125,339-42.6% | $134,475-46.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.22% | 750.33%-771.5pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,080 | $5,243-22.2% | $4,814-15.2% | $4,740-13.9% |
| Participant deferral / active EE | $13,974 | $7,799+79.2% | $7,446+87.7% | $6,400+118.3% |
| Admin fee / account holder | $37,121 | $11,571+220.8% | $10,010+270.9% | $11,426+224.9% |