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 | $38,300 | $211,958-81.9% | $169,463-77.4% | $135,375-71.7% |
| Participation rate | 17.6% | 82.6%-65.0pp | 77.8%-60.1pp | 82.6%-65.0pp |
| Annual return | -9.80% | 3.26%-13.1pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $517 | $5,120-89.9% | $4,159-87.6% | $4,779-89.2% |
| Participant deferral / active EE | $1,081 | $6,075-82.2% | $5,277-79.5% | $5,609-80.7% |
| Admin fee / account holder | $2,106 | $11,471-81.6% | $9,109-76.9% | $10,827-80.6% |