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 | $32,773 | $133,958-75.5% | $112,228-70.8% | $134,475-75.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -23.17% | 47.11%-70.3pp | 27.45%-50.6pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,370 | $4,038-66.1% | $3,635-62.3% | $4,740-71.1% |
| Participant deferral / active EE | $3,478 | $5,291-34.3% | $4,728-26.4% | $6,400-45.7% |
| Admin fee / account holder | $2,601 | $7,489-65.3% | $6,410-59.4% | $11,426-77.2% |