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 | $55,420 | $152,587-63.7% | $125,175-55.7% | $152,861-63.7% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | -3.44% | 54.84%-58.3pp | 43.79%-47.2pp | 345.32%-348.8pp |
| Employer contribution / active EE | $1,244 | $4,946-74.9% | $3,865-67.8% | $4,762-73.9% |
| Participant deferral / active EE | $2,453 | $5,868-58.2% | $4,937-50.3% | $5,850-58.1% |
| Admin fee / account holder | $2,808 | $13,434-79.1% | $9,702-71.1% | $11,596-75.8% |