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 | $44,704 | $169,032-73.6% | $129,207-65.4% | $145,922-69.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | -21.89% | 14330.11%-14352.0pp | 9417.33%-9439.2pp | 561.29%-583.2pp |
| Employer contribution / active EE | $1,339 | $5,537-75.8% | $4,153-67.8% | $4,660-71.3% |
| Participant deferral / active EE | $1,661 | $4,987-66.7% | $4,168-60.1% | $6,688-75.2% |
| Admin fee / account holder | $12,925 | $9,954+29.8% | $7,715+67.5% | $13,397-3.5% |