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 | $47,548 | $190,805-75.1% | $159,960-70.3% | $134,475-64.6% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.56% | 552.23%-572.8pp | 408.60%-429.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,967 | $4,995-60.6% | $4,226-53.5% | $4,740-58.5% |
| Participant deferral / active EE | $5,042 | $6,923-27.2% | $6,182-18.5% | $6,400-21.2% |
| Admin fee / account holder | $417 | $10,471-96.0% | $8,698-95.2% | $11,426-96.4% |