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 | $23,294 | $93,024-75.0% | $77,024-69.8% | $134,475-82.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -22.49% | 62.60%-85.1pp | 42.32%-64.8pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,010 | $3,418-70.5% | $2,812-64.1% | $4,740-78.7% |
| Participant deferral / active EE | $1,537 | $5,238-70.7% | $4,426-65.3% | $6,400-76.0% |
| Admin fee / account holder | $1,370 | $6,944-80.3% | $5,425-74.7% | $11,426-88.0% |