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 | $47,261 | $159,602-70.4% | $150,045-68.5% | $142,382-66.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | -2.22% | 70.24%-72.5pp | 62.55%-64.8pp | 217.08%-219.3pp |
| Employer contribution / active EE | $1,174 | $4,961-76.3% | $4,693-75.0% | $4,299-72.7% |
| Participant deferral / active EE | $2,543 | $8,310-69.4% | $7,997-68.2% | $6,507-60.9% |
| Admin fee / account holder | $38,086 | $14,846+156.5% | $13,435+183.5% | $12,624+201.7% |