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 | $36,800 | $97,757-62.4% | $83,848-56.1% | $135,375-72.8% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -10.84% | 1287.37%-1298.2pp | 850.88%-861.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,524 | $4,222-63.9% | $3,631-58.0% | $4,779-68.1% |
| Participant deferral / active EE | $5,032 | $4,682+7.5% | $4,082+23.3% | $5,609-10.3% |
| Admin fee / account holder | $500 | $6,674-92.5% | $5,478-90.9% | $10,827-95.4% |