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 | $67,785 | $82,286-17.6% | $68,791-1.5% | $134,475-49.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -26.50% | -2.19%-24.3pp | -6.38%-20.1pp | 417.96%-444.5pp |
| Employer contribution / active EE | $2,555 | $3,301-22.6% | $2,655-3.8% | $4,740-46.1% |
| Participant deferral / active EE | $4,692 | $4,739-1.0% | $3,941+19.1% | $6,400-26.7% |
| Admin fee / account holder | $3,740 | $6,481-42.3% | $4,932-24.2% | $11,426-67.3% |