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 | $11,881 | $92,703-87.2% | $82,719-85.6% | $134,475-91.2% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -22.70% | 944.92%-967.6pp | 701.18%-723.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $728 | $3,274-77.8% | $3,009-75.8% | $4,740-84.6% |
| Participant deferral / active EE | $1,850 | $4,802-61.5% | $4,395-57.9% | $6,400-71.1% |
| Admin fee / account holder | $2,092 | $5,983-65.0% | $5,329-60.7% | $11,426-81.7% |