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 7-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 | $58,210 | $165,335-64.8% | $149,696-61.1% | $158,922-63.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -3.91% | 348.15%-352.1pp | 276.60%-280.5pp | 302.83%-306.7pp |
| Employer contribution / active EE | $3,169 | $5,103-37.9% | $4,644-31.8% | $4,761-33.4% |
| Participant deferral / active EE | $11,340 | $7,181+57.9% | $6,842+65.8% | $5,982+89.6% |
| Admin fee / account holder | $5,159 | $10,807-52.3% | $9,309-44.6% | $11,246-54.1% |