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 4-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 | $82,886 | $133,922-38.1% | $116,228-28.7% | $142,382-41.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | -20.85% | 147.76%-168.6pp | 90.06%-110.9pp | 217.08%-237.9pp |
| Employer contribution / active EE | $17,176 | $3,446+398.5% | $2,994+473.6% | $4,299+299.5% |
| Participant deferral / active EE | $27,420 | $5,672+383.4% | $4,953+453.6% | $6,507+321.4% |
| Admin fee / account holder | $26,010 | $14,945+74.0% | $11,989+116.9% | $12,624+106.0% |