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 | $49,896 | $133,958-62.8% | $112,228-55.5% | $134,475-62.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -21.66% | 47.11%-68.8pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,703 | $4,038-57.8% | $3,635-53.1% | $4,740-64.1% |
| Participant deferral / active EE | $4,341 | $5,291-18.0% | $4,728-8.2% | $6,400-32.2% |
| Admin fee / account holder | $20,729 | $7,489+176.8% | $6,410+223.4% | $11,426+81.4% |