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 | $36,153 | $100,852-64.2% | $90,404-60.0% | $158,922-77.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | -2.38% | 1724.20%-1726.6pp | 1293.02%-1295.4pp | 302.83%-305.2pp |
| Employer contribution / active EE | $995 | $3,689-73.0% | $3,262-69.5% | $4,761-79.1% |
| Participant deferral / active EE | $1,437 | $4,348-67.0% | $3,963-63.8% | $5,982-76.0% |
| Admin fee / account holder | $3,321 | $6,501-48.9% | $5,611-40.8% | $11,246-70.5% |