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 | $82,538 | $82,664-0.2% | $125,339-34.1% | $68,494+20.5% |
| Participation rate | 53.1% | 75.0%-21.9pp | 82.4%-29.2pp | 67.9%-14.8pp |
| Annual return | -37.52% | -5.97%-31.6pp | 572.05%-609.6pp | -7.84%-29.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,367 | $6,110+86.0% | $7,446+52.6% | $4,027+182.2% |
| Admin fee / account holder | $1,381 | $6,275-78.0% | $10,010-86.2% | $5,403-74.4% |