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 | $41,673 | $88,594-53.0% | $70,092-40.5% | $134,475-69.0% |
| Participation rate | 61.5% | 74.9%-13.4pp | 70.5%-8.9pp | 81.2%-19.7pp |
| Annual return | -24.08% | 442.67%-466.7pp | 190.73%-214.8pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,415 | $3,233-56.2% | $2,559-44.7% | $4,740-70.2% |
| Participant deferral / active EE | $1,415 | $4,772-70.4% | $3,849-63.2% | $6,400-77.9% |
| Admin fee / account holder | $24,228 | $10,441+132.1% | $6,267+286.6% | $11,426+112.0% |