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 | $42,956 | $67,331-36.2% | $60,874-29.4% | $134,475-68.1% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.1%-14.3pp | 81.2%-22.4pp |
| Annual return | -20.57% | 49.93%-70.5pp | 16.90%-37.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,043 | $4,538-55.0% | $3,817-46.5% | $6,400-68.1% |
| Admin fee / account holder | $774 | $4,582-83.1% | $3,224-76.0% | $11,426-93.2% |