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 | $102,206 | $138,044-26.0% | $125,339-18.5% | $134,475-24.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.10% | 750.33%-773.4pp | 572.05%-595.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,627 | $5,243-49.9% | $4,814-45.4% | $4,740-44.6% |
| Participant deferral / active EE | $13,900 | $7,799+78.2% | $7,446+86.7% | $6,400+117.2% |
| Admin fee / account holder | $1,400 | $11,571-87.9% | $10,010-86.0% | $11,426-87.7% |