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 | $30,534 | $114,381-73.3% | $107,525-71.6% | $142,382-78.6% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | -25.22% | 242.71%-267.9pp | 181.32%-206.5pp | 217.08%-242.3pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,535 | $5,564-18.5% | $5,116-11.3% | $6,507-30.3% |
| Admin fee / account holder | $13,579 | $9,860+37.7% | $8,919+52.3% | $12,624+7.6% |