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 | $83,448 | $112,881-26.1% | $90,951-8.2% | $158,922-47.5% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | -7.94% | 215.79%-223.7pp | 134.60%-142.5pp | 302.83%-310.8pp |
| Employer contribution / active EE | $998 | $2,893-65.5% | $2,122-52.9% | $4,761-79.0% |
| Participant deferral / active EE | $1,417 | $4,128-65.7% | $3,373-58.0% | $5,982-76.3% |
| Admin fee / account holder | $18,584 | $8,041+131.1% | $5,959+211.9% | $11,246+65.3% |