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 | $37,032 | $138,065-73.2% | $123,544-70.0% | $135,375-72.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -12.19% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,500 | $5,151-70.9% | $4,628-67.6% | $4,779-68.6% |
| Participant deferral / active EE | $6,167 | $6,799-9.3% | $6,426-4.0% | $5,609+9.9% |
| Admin fee / account holder | $466 | $10,916-95.7% | $9,284-95.0% | $10,827-95.7% |