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 | $32,749 | $57,354-42.9% | $83,848-60.9% | $64,186-49.0% |
| Participation rate | 64.5% | 68.6%-4.1pp | 76.1%-11.6pp | 69.6%-5.1pp |
| Annual return | -40.51% | 11.38%-51.9pp | 850.88%-891.4pp | 7.63%-48.1pp |
| Employer contribution / active EE | $696 | $2,545-72.6% | $3,631-80.8% | $2,381-70.8% |
| Participant deferral / active EE | $2,538 | $2,993-15.2% | $4,082-37.8% | $3,470-26.9% |
| Admin fee / account holder | $8,342 | $4,046+106.2% | $5,478+52.3% | $4,888+70.7% |