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 | $60,893 | $176,377-65.5% | $134,143-54.6% | $158,922-61.7% |
| Participation rate | 57.1% | 78.7%-21.6pp | 72.2%-15.0pp | 82.0%-24.8pp |
| Annual return | -1.19% | 63.63%-64.8pp | 36.33%-37.5pp | 302.83%-304.0pp |
| Employer contribution / active EE | $306 | $5,040-93.9% | $3,704-91.7% | $4,761-93.6% |
| Participant deferral / active EE | $394 | $4,091-90.4% | $3,499-88.7% | $5,982-93.4% |
| Admin fee / account holder | $354 | $8,718-95.9% | $6,684-94.7% | $11,246-96.9% |