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 8-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 | $43,904 | $111,754-60.7% | $103,333-57.5% | $145,922-69.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | -0.91% | 24.77%-25.7pp | 24.88%-25.8pp | 561.29%-562.2pp |
| Employer contribution / active EE | $1,488 | $4,212-64.7% | $3,868-61.5% | $4,660-68.1% |
| Participant deferral / active EE | $5,694 | $5,619+1.3% | $5,057+12.6% | $6,688-14.9% |
| Admin fee / account holder | $3,491 | $9,750-64.2% | $8,355-58.2% | $13,397-73.9% |