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 | $28,937 | $152,509-81.0% | $117,472-75.4% | $134,475-78.5% |
| Participation rate | 57.1% | 77.1%-19.9pp | 70.6%-13.4pp | 81.2%-24.1pp |
| Annual return | -28.97% | 52.99%-82.0pp | 29.74%-58.7pp | 417.96%-446.9pp |
| Employer contribution / active EE | $3,919 | $5,571-29.7% | $4,176-6.2% | $4,740-17.3% |
| Participant deferral / active EE | $10,220 | $4,818+112.1% | $4,070+151.1% | $6,400+59.7% |
| Admin fee / account holder | $1,024 | $7,004-85.4% | $5,645-81.9% | $11,426-91.0% |