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 | $33,590 | $82,664-59.4% | $125,339-73.2% | $68,494-51.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -22.21% | -5.97%-16.2pp | 572.05%-594.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,237 | $3,381-63.4% | $4,814-74.3% | $2,596-52.3% |
| Participant deferral / active EE | $6,319 | $6,110+3.4% | $7,446-15.1% | $4,027+56.9% |
| Admin fee / account holder | $4,164 | $6,275-33.6% | $10,010-58.4% | $5,403-22.9% |