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 9-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 | $33,281 | $116,175-71.4% | $93,606-64.4% | $152,861-78.2% |
| Participation rate | 30.8% | 78.0%-47.3pp | 75.8%-45.1pp | 82.4%-51.7pp |
| Annual return | -17.26% | 35.96%-53.2pp | 32.76%-50.0pp | 345.32%-362.6pp |
| Employer contribution / active EE | $1,120 | $3,218-65.2% | $2,718-58.8% | $4,762-76.5% |
| Participant deferral / active EE | $3,436 | $4,603-25.4% | $4,069-15.5% | $5,850-41.3% |
| Admin fee / account holder | $3,764 | $10,748-65.0% | $7,888-52.3% | $11,596-67.5% |