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 | $23,390 | $202,432-88.4% | $169,368-86.2% | $139,434-83.2% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | -3.82% | 531.74%-535.6pp | 405.60%-409.4pp | 372.94%-376.8pp |
| Employer contribution / active EE | $1,618 | $4,692-65.5% | $4,013-59.7% | $4,751-65.9% |
| Participant deferral / active EE | $8,560 | $6,938+23.4% | $6,221+37.6% | $6,710+27.6% |
| Admin fee / account holder | $3,068 | $10,708-71.4% | $9,003-65.9% | $11,403-73.1% |