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 | $26,679 | $175,600-84.8% | $129,110-79.3% | $134,475-80.2% |
| Participation rate | 55.6% | 81.6%-26.0pp | 77.3%-21.7pp | 81.2%-25.7pp |
| Annual return | -20.45% | -11.39%-9.1pp | -10.94%-9.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,255 | $6,355-64.5% | $5,052-55.4% | $4,740-52.4% |
| Participant deferral / active EE | $3,985 | $7,975-50.0% | $6,542-39.1% | $6,400-37.7% |
| Admin fee / account holder | $18,671 | $23,567-20.8% | $14,302+30.6% | $11,426+63.4% |