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 | $92,529 | $97,757-5.3% | $83,848+10.4% | $135,375-31.6% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -15.85% | 1287.37%-1303.2pp | 850.88%-866.7pp | 519.73%-535.6pp |
| Employer contribution / active EE | $1,716 | $4,222-59.4% | $3,631-52.7% | $4,779-64.1% |
| Participant deferral / active EE | $4,297 | $4,682-8.2% | $4,082+5.3% | $5,609-23.4% |
| Admin fee / account holder | $524 | $6,674-92.2% | $5,478-90.4% | $10,827-95.2% |