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 | $57,221 | $180,449-68.3% | $154,107-62.9% | $135,375-57.7% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -12.27% | 888.09%-900.4pp | 735.12%-747.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $2,038 | $6,035-66.2% | $5,298-61.5% | $4,779-57.4% |
| Participant deferral / active EE | $5,073 | $5,806-12.6% | $5,081-0.2% | $5,609-9.6% |
| Admin fee / account holder | $315 | $16,143-98.0% | $13,411-97.6% | $10,827-97.1% |