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 7-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 | $44,240 | $82,664-46.5% | $125,339-64.7% | $68,494-35.4% |
| Participation rate | 42.3% | 75.0%-32.7pp | 82.4%-40.1pp | 67.9%-25.6pp |
| Annual return | -26.13% | -5.97%-20.2pp | 572.05%-598.2pp | -7.84%-18.3pp |
| Employer contribution / active EE | $8,525 | $3,381+152.1% | $4,814+77.1% | $2,596+228.4% |
| Participant deferral / active EE | $3,399 | $6,110-44.4% | $7,446-54.4% | $4,027-15.6% |
| Admin fee / account holder | $2,642 | $6,275-57.9% | $10,010-73.6% | $5,403-51.1% |