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 | $53,410 | $97,757-45.4% | $83,848-36.3% | $135,375-60.5% |
| Participation rate | 36.4% | 80.0%-43.6pp | 76.1%-39.8pp | 82.6%-46.3pp |
| Annual return | -10.78% | 1287.37%-1298.2pp | 850.88%-861.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,315 | $4,222-68.9% | $3,631-63.8% | $4,779-72.5% |
| Participant deferral / active EE | $3,956 | $4,682-15.5% | $4,082-3.1% | $5,609-29.5% |
| Admin fee / account holder | $1,579 | $6,674-76.3% | $5,478-71.2% | $10,827-85.4% |