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 | $39,787 | $45,566-12.7% | $64,105-37.9% | $59,632-33.3% |
| Participation rate | 67.6% | 60.2%+7.4pp | 68.2%-0.6pp | 68.7%-1.1pp |
| Annual return | -4.35% | 4.95%-9.3pp | 791.24%-795.6pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $1,998 | $934+113.9% | $1,820+9.8% | $2,203-9.3% |
| Participant deferral / active EE | $3,211 | $2,057+56.1% | $2,822+13.8% | $3,192+0.6% |
| Admin fee / account holder | $412 | $3,268-87.4% | $4,499-90.9% | $4,297-90.4% |