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 | $38,020 | $180,449-78.9% | $154,107-75.3% | $135,375-71.9% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -15.87% | 888.09%-904.0pp | 735.12%-751.0pp | 519.73%-535.6pp |
| Employer contribution / active EE | $4,838 | $6,035-19.8% | $5,298-8.7% | $4,779+1.2% |
| Participant deferral / active EE | $4,305 | $5,806-25.8% | $5,081-15.3% | $5,609-23.2% |
| Admin fee / account holder | $1,739 | $16,143-89.2% | $13,411-87.0% | $10,827-83.9% |