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 | $36,020 | $209,411-82.8% | $178,490-79.8% | $158,922-77.3% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | -18.22% | 188.75%-207.0pp | 151.07%-169.3pp | 302.83%-321.0pp |
| Employer contribution / active EE | $3,085 | $5,706-45.9% | $5,011-38.4% | $4,761-35.2% |
| Participant deferral / active EE | $2,814 | $5,954-52.7% | $5,202-45.9% | $5,982-53.0% |
| Admin fee / account holder | $874 | $17,074-94.9% | $13,984-93.7% | $11,246-92.2% |