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 | $34,911 | $138,065-74.7% | $123,544-71.7% | $135,375-74.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -17.42% | 153.68%-171.1pp | 119.20%-136.6pp | 519.73%-537.2pp |
| Employer contribution / active EE | $5,154 | $5,151+0.1% | $4,628+11.4% | $4,779+7.9% |
| Participant deferral / active EE | $10,070 | $6,799+48.1% | $6,426+56.7% | $5,609+79.5% |
| Admin fee / account holder | $7,938 | $10,916-27.3% | $9,284-14.5% | $10,827-26.7% |