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 | $39,655 | $109,982-63.9% | $97,226-59.2% | $145,922-72.8% |
| Participation rate | 59.1% | 75.9%-16.9pp | 72.7%-13.6pp | 80.3%-21.2pp |
| Annual return | -5.85% | 242.90%-248.8pp | 75.13%-81.0pp | 561.29%-567.1pp |
| Employer contribution / active EE | $1,296 | $3,084-58.0% | $2,729-52.5% | $4,660-72.2% |
| Participant deferral / active EE | $1,017 | $4,676-78.2% | $4,264-76.1% | $6,688-84.8% |
| Admin fee / account holder | $66,832 | $6,221+974.4% | $5,654+1082.1% | $13,397+398.9% |