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 | $103,230 | $105,860-2.5% | $90,749+13.8% | $134,475-23.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -36.34% | -11.01%-25.3pp | -12.16%-24.2pp | 417.96%-454.3pp |
| Employer contribution / active EE | $5,000 | $3,462+44.4% | $2,921+71.2% | $4,740+5.5% |
| Participant deferral / active EE | $7,800 | $5,216+49.6% | $4,564+70.9% | $6,400+21.9% |
| Admin fee / account holder | $691 | $13,938-95.0% | $8,445-91.8% | $11,426-94.0% |