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 | $60,396 | $167,484-63.9% | $151,611-60.2% | $134,475-55.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -38.20% | 7.80%-46.0pp | 3.33%-41.5pp | 417.96%-456.2pp |
| Employer contribution / active EE | $10,448 | $6,829+53.0% | $6,166+69.4% | $4,740+120.4% |
| Participant deferral / active EE | $5,281 | $8,986-41.2% | $8,363-36.9% | $6,400-17.5% |
| Admin fee / account holder | $2,619 | $13,783-81.0% | $11,616-77.5% | $11,426-77.1% |