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 9-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 | $33,412 | $52,519-36.4% | $155,790-78.6% | $59,632-44.0% |
| Participation rate | 46.8% | 61.7%-14.9pp | 76.1%-29.3pp | 68.7%-21.8pp |
| Annual return | -3.60% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $1,119 | $1,589-29.6% | $3,836-70.8% | $2,203-49.2% |
| Participant deferral / active EE | $3,259 | $3,084+5.7% | $4,797-32.1% | $3,192+2.1% |
| Admin fee / account holder | $977 | $3,540-72.4% | $7,478-86.9% | $4,297-77.3% |