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 5-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 | $46,495 | $93,024-50.0% | $77,024-39.6% | $134,475-65.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -29.92% | 62.60%-92.5pp | 42.32%-72.2pp | 417.96%-447.9pp |
| Employer contribution / active EE | $8,661 | $3,418+153.4% | $2,812+208.0% | $4,740+82.7% |
| Participant deferral / active EE | $9,160 | $5,238+74.9% | $4,426+106.9% | $6,400+43.1% |
| Admin fee / account holder | $339 | $6,944-95.1% | $5,425-93.8% | $11,426-97.0% |