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 | $22,494 | $92,703-75.7% | $82,719-72.8% | $134,475-83.3% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -22.27% | 944.92%-967.2pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,331 | $3,274-59.3% | $3,009-55.8% | $4,740-71.9% |
| Participant deferral / active EE | $1,380 | $4,802-71.3% | $4,395-68.6% | $6,400-78.4% |
| Admin fee / account holder | $1,646 | $5,983-72.5% | $5,329-69.1% | $11,426-85.6% |