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 | $31,574 | $190,805-83.5% | $159,960-80.3% | $134,475-76.5% |
| Participation rate | 58.3% | 81.9%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -22.36% | 552.23%-574.6pp | 408.60%-431.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $733 | $4,995-85.3% | $4,226-82.6% | $4,740-84.5% |
| Participant deferral / active EE | $5,386 | $6,923-22.2% | $6,182-12.9% | $6,400-15.8% |
| Admin fee / account holder | $843 | $10,471-91.9% | $8,698-90.3% | $11,426-92.6% |