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 | $21,165 | $190,805-88.9% | $159,960-86.8% | $134,475-84.3% |
| Participation rate | 46.7% | 81.9%-35.3pp | 78.0%-31.3pp | 81.2%-34.6pp |
| Annual return | -25.48% | 552.23%-577.7pp | 408.60%-434.1pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,795 | $4,995-64.1% | $4,226-57.5% | $4,740-62.1% |
| Participant deferral / active EE | $5,233 | $6,923-24.4% | $6,182-15.4% | $6,400-18.2% |
| Admin fee / account holder | $14,218 | $10,471+35.8% | $8,698+63.5% | $11,426+24.4% |