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 | $50,262 | $42,894+17.2% | $60,874-17.4% | $68,494-26.6% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -20.27% | -13.98%-6.3pp | 16.90%-37.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,651 | $1,978+34.0% | $2,701-1.9% | $2,596+2.1% |
| Participant deferral / active EE | $6,677 | $2,867+132.9% | $3,817+74.9% | $4,027+65.8% |
| Admin fee / account holder | $2,069 | $3,101-33.3% | $3,224-35.8% | $5,403-61.7% |