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 | $59,380 | $92,703-35.9% | $82,719-28.2% | $134,475-55.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -29.10% | 944.92%-974.0pp | 701.18%-730.3pp | 417.96%-447.1pp |
| Employer contribution / active EE | $1,008 | $3,274-69.2% | $3,009-66.5% | $4,740-78.7% |
| Participant deferral / active EE | $11,707 | $4,802+143.8% | $4,395+166.4% | $6,400+82.9% |
| Admin fee / account holder | $7,426 | $5,983+24.1% | $5,329+39.4% | $11,426-35.0% |