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 7-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 | $22,223 | $106,543-79.1% | $91,220-75.6% | $134,475-83.5% |
| Participation rate | 29.4% | 76.8%-47.4pp | 73.2%-43.8pp | 81.2%-51.8pp |
| Annual return | -21.20% | 160.60%-181.8pp | 114.01%-135.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $660 | $3,331-80.2% | $2,850-76.8% | $4,740-86.1% |
| Participant deferral / active EE | $1,788 | $4,719-62.1% | $4,234-57.8% | $6,400-72.1% |
| Admin fee / account holder | $696 | $6,231-88.8% | $5,420-87.2% | $11,426-93.9% |