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 | $81,765 | $157,256-48.0% | $141,162-42.1% | $152,861-46.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | -24.73% | 64.32%-89.1pp | 71.39%-96.1pp | 345.32%-370.0pp |
| Employer contribution / active EE | $2,362 | $5,261-55.1% | $4,735-50.1% | $4,762-50.4% |
| Participant deferral / active EE | $2,573 | $7,109-63.8% | $6,709-61.7% | $5,850-56.0% |
| Admin fee / account holder | $842 | $12,120-93.1% | $10,261-91.8% | $11,596-92.7% |