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 | $27,226 | $167,307-83.7% | $143,757-81.1% | $134,475-79.8% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -20.92% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,483 | $5,619-55.8% | $4,951-49.8% | $4,740-47.6% |
| Participant deferral / active EE | $5,243 | $6,446-18.7% | $5,637-7.0% | $6,400-18.1% |
| Admin fee / account holder | $1,253 | $18,088-93.1% | $14,673-91.5% | $11,426-89.0% |