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 | $28,034 | $96,305-70.9% | $80,569-65.2% | $139,434-79.9% |
| Participation rate | 10.5% | 73.6%-63.1pp | 67.0%-56.5pp | 80.3%-69.8pp |
| Annual return | -81.68% | 1350.08%-1431.8pp | 935.43%-1017.1pp | 372.94%-454.6pp |
| Employer contribution / active EE | $1,754 | $3,262-46.2% | $2,723-35.6% | $4,751-63.1% |
| Participant deferral / active EE | $5,364 | $5,232+2.5% | $4,447+20.6% | $6,710-20.1% |
| Admin fee / account holder | $1,749 | $6,599-73.5% | $5,377-67.5% | $11,403-84.7% |