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 | $43,418 | $56,199-22.7% | $67,652-35.8% | $59,632-27.2% |
| Participation rate | 62.1% | 71.5%-9.4pp | 75.7%-13.6pp | 68.7%-6.6pp |
| Annual return | -3.23% | 18505.31%-18508.5pp | 6625.04%-6628.3pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $1,244 | $1,614-22.9% | $2,266-45.1% | $2,203-43.5% |
| Participant deferral / active EE | $2,494 | $2,844-12.3% | $3,560-29.9% | $3,192-21.9% |
| Admin fee / account holder | $471 | $3,958-88.1% | $4,821-90.2% | $4,297-89.0% |