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 | $38,770 | $90,600-57.2% | $79,464-51.2% | $135,375-71.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -21.54% | 977.43%-999.0pp | 718.14%-739.7pp | 519.73%-541.3pp |
| Employer contribution / active EE | $9,162 | $3,068+198.6% | $2,800+227.2% | $4,779+91.7% |
| Participant deferral / active EE | $8,843 | $4,050+118.3% | $3,704+138.8% | $5,609+57.7% |
| Admin fee / account holder | $2,137 | $5,907-63.8% | $5,113-58.2% | $10,827-80.3% |