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 | $44,700 | $67,331-33.6% | $60,874-26.6% | $134,475-66.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -20.46% | 49.93%-70.4pp | 16.90%-37.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $884 | $3,096-71.5% | $2,701-67.3% | $4,740-81.4% |
| Participant deferral / active EE | $8,946 | $4,538+97.1% | $3,817+134.4% | $6,400+39.8% |
| Admin fee / account holder | $650 | $4,582-85.8% | $3,224-79.8% | $11,426-94.3% |