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 | $22,575 | $115,770-80.5% | $101,248-77.7% | $158,922-85.8% |
| Participation rate | 47.1% | 79.4%-32.3pp | 75.8%-28.7pp | 82.0%-34.9pp |
| Annual return | -5.47% | 56.14%-61.6pp | 46.47%-51.9pp | 302.83%-308.3pp |
| Employer contribution / active EE | $907 | $4,175-78.3% | $3,660-75.2% | $4,761-80.9% |
| Participant deferral / active EE | $3,127 | $4,957-36.9% | $4,370-28.4% | $5,982-47.7% |
| Admin fee / account holder | $3,252 | $7,245-55.1% | $5,945-45.3% | $11,246-71.1% |