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 | $55,423 | $138,044-59.9% | $125,339-55.8% | $134,475-58.8% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -24.33% | 750.33%-774.7pp | 572.05%-596.4pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,700 | $5,243-67.6% | $4,814-64.7% | $4,740-64.1% |
| Participant deferral / active EE | $2,987 | $7,799-61.7% | $7,446-59.9% | $6,400-53.3% |
| Admin fee / account holder | $2,122 | $11,571-81.7% | $10,010-78.8% | $11,426-81.4% |