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 | $32,094 | $84,402-62.0% | $61,373-47.7% | $134,475-76.1% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -27.37% | 584.55%-611.9pp | 338.61%-366.0pp | 417.96%-445.3pp |
| Employer contribution / active EE | $1,044 | $1,544-32.4% | $1,159-9.9% | $4,740-78.0% |
| Participant deferral / active EE | $1,888 | $2,819-33.0% | $2,125-11.1% | $6,400-70.5% |
| Admin fee / account holder | $856 | $2,585-66.9% | $2,130-59.8% | $11,426-92.5% |