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 6-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 | $24,140 | $117,841-79.5% | $102,423-76.4% | $145,922-83.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | -0.93% | 31.65%-32.6pp | 29.32%-30.2pp | 561.29%-562.2pp |
| Employer contribution / active EE | $1,313 | $3,615-63.7% | $3,023-56.6% | $4,660-71.8% |
| Participant deferral / active EE | $3,418 | $5,731-40.4% | $5,053-32.4% | $6,688-48.9% |
| Admin fee / account holder | $6,726 | $13,326-49.5% | $9,451-28.8% | $13,397-49.8% |