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 | $79,753 | $92,703-14.0% | $82,719-3.6% | $134,475-40.7% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -34.59% | 944.92%-979.5pp | 701.18%-735.8pp | 417.96%-452.6pp |
| Employer contribution / active EE | $977 | $3,274-70.2% | $3,009-67.5% | $4,740-79.4% |
| Participant deferral / active EE | $6,143 | $4,802+27.9% | $4,395+39.8% | $6,400-4.0% |
| Admin fee / account holder | $527 | $5,983-91.2% | $5,329-90.1% | $11,426-95.4% |