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 | $62,850 | $138,044-54.5% | $125,339-49.9% | $134,475-53.3% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -26.00% | 750.33%-776.3pp | 572.05%-598.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,596 | $5,243-69.6% | $4,814-66.8% | $4,740-66.3% |
| Participant deferral / active EE | $8,203 | $7,799+5.2% | $7,446+10.2% | $6,400+28.2% |
| Admin fee / account holder | $446 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |