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 8-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 | $57,132 | $56,317+1.4% | $71,209-19.8% | $74,304-23.1% |
| Participation rate | 5.3% | 55.1%-49.8pp | 73.8%-68.5pp | 60.3%-55.1pp |
| Annual return | 12.19% | 42.83%-30.6pp | 282.51%-270.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $293 | $2,160-86.4% | $2,721-89.2% | $2,241-86.9% |
| Participant deferral / active EE | $619 | $2,788-77.8% | $4,175-85.2% | $3,767-83.6% |
| Admin fee / account holder | $24,077 | $2,290+951.6% | $5,349+350.1% | $2,969+711.0% |