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 | $37,743 | $54,762-31.1% | $90,281-58.2% | $72,985-48.3% |
| Participation rate | 38.8% | 65.1%-26.4pp | 73.3%-34.5pp | 69.5%-30.7pp |
| Annual return | -37.74% | 30.63%-68.4pp | 78.10%-115.8pp | 81.00%-118.7pp |
| Employer contribution / active EE | $503 | $2,092-75.9% | $2,854-82.4% | $2,440-79.4% |
| Participant deferral / active EE | $1,904 | $2,887-34.0% | $3,885-51.0% | $3,607-47.2% |
| Admin fee / account holder | $6,087 | $3,972+53.3% | $5,351+13.8% | $5,124+18.8% |