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 | $46,833 | $45,152+3.7% | $73,843-36.6% | $59,632-21.5% |
| Participation rate | 47.1% | 64.0%-17.0pp | 73.4%-26.4pp | 68.7%-21.6pp |
| Annual return | -2.65% | 27.40%-30.0pp | 2267.84%-2270.5pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,633 | $2,574-36.6% | $3,583-54.4% | $3,192-48.8% |
| Admin fee / account holder | $4,976 | $3,516+41.5% | $4,880+2.0% | $4,297+15.8% |