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 | $32,171 | $117,841-72.7% | $102,423-68.6% | $145,922-78.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | -29.22% | 31.65%-60.9pp | 29.32%-58.5pp | 561.29%-590.5pp |
| Employer contribution / active EE | $2,023 | $3,615-44.0% | $3,023-33.1% | $4,660-56.6% |
| Participant deferral / active EE | $7,662 | $5,731+33.7% | $5,053+51.6% | $6,688+14.6% |
| Admin fee / account holder | $4,400 | $13,326-67.0% | $9,451-53.4% | $13,397-67.2% |