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 | $46,533 | $165,335-71.9% | $149,696-68.9% | $158,922-70.7% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | -12.59% | 348.15%-360.7pp | 276.60%-289.2pp | 302.83%-315.4pp |
| Employer contribution / active EE | $1,728 | $5,103-66.1% | $4,644-62.8% | $4,761-63.7% |
| Participant deferral / active EE | $2,694 | $7,181-62.5% | $6,842-60.6% | $5,982-55.0% |
| Admin fee / account holder | $43,929 | $10,807+306.5% | $9,309+371.9% | $11,246+290.6% |