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 | $48,535 | $104,106-53.4% | $71,086-31.7% | $135,375-64.1% |
| Participation rate | 7.1% | 65.7%-58.5pp | 54.7%-47.5pp | 82.6%-75.5pp |
| Annual return | -17.63% | 1256.30%-1273.9pp | 650.59%-668.2pp | 519.73%-537.4pp |
| Employer contribution / active EE | $224 | $1,485-84.9% | $1,088-79.4% | $4,779-95.3% |
| Participant deferral / active EE | $857 | $2,527-66.1% | $1,874-54.3% | $5,609-84.7% |
| Admin fee / account holder | $1,621 | $4,142-60.9% | $3,082-47.4% | $10,827-85.0% |