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 | $88,984 | $100,754-11.7% | $86,677+2.7% | $134,475-33.8% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -24.09% | 29.04%-53.1pp | 35.91%-60.0pp | 417.96%-442.1pp |
| Employer contribution / active EE | $2,340 | $3,489-32.9% | $2,836-17.5% | $4,740-50.6% |
| Participant deferral / active EE | $6,370 | $5,338+19.3% | $4,656+36.8% | $6,400-0.5% |
| Admin fee / account holder | $362 | $10,926-96.7% | $7,493-95.2% | $11,426-96.8% |