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 | $70,648 | $135,635-47.9% | $110,238-35.9% | $135,375-47.8% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -9.63% | 513.19%-522.8pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,706 | $4,906-44.8% | $3,826-29.3% | $4,779-43.4% |
| Participant deferral / active EE | $2,611 | $5,506-52.6% | $4,672-44.1% | $5,609-53.5% |
| Admin fee / account holder | $624 | $11,457-94.6% | $8,547-92.7% | $10,827-94.2% |