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 | $16,308 | $107,334-84.8% | $92,893-82.4% | $152,861-89.3% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | -13.64% | 145.58%-159.2pp | 109.41%-123.1pp | 345.32%-359.0pp |
| Employer contribution / active EE | $2,054 | $4,221-51.3% | $3,653-43.8% | $4,762-56.9% |
| Participant deferral / active EE | $4,890 | $4,845+0.9% | $4,236+15.4% | $5,850-16.4% |
| Admin fee / account holder | $2,472 | $7,079-65.1% | $5,794-57.3% | $11,596-78.7% |