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 6-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 | $22,514 | $133,958-83.2% | $112,228-79.9% | $134,475-83.3% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -28.00% | 47.11%-75.1pp | 27.45%-55.4pp | 417.96%-446.0pp |
| Employer contribution / active EE | $1,589 | $4,038-60.7% | $3,635-56.3% | $4,740-66.5% |
| Participant deferral / active EE | $5,242 | $5,291-0.9% | $4,728+10.9% | $6,400-18.1% |
| Admin fee / account holder | $331 | $7,489-95.6% | $6,410-94.8% | $11,426-97.1% |