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 | $41,106 | $152,509-73.0% | $117,472-65.0% | $134,475-69.4% |
| Participation rate | 27.3% | 77.1%-49.8pp | 70.6%-43.3pp | 81.2%-53.9pp |
| Annual return | -24.15% | 52.99%-77.1pp | 29.74%-53.9pp | 417.96%-442.1pp |
| Employer contribution / active EE | $912 | $5,571-83.6% | $4,176-78.2% | $4,740-80.8% |
| Participant deferral / active EE | $1,650 | $4,818-65.7% | $4,070-59.5% | $6,400-74.2% |
| Admin fee / account holder | $3,102 | $7,004-55.7% | $5,645-45.0% | $11,426-72.8% |