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 | $28,534 | $91,190-68.7% | $178,490-84.0% | $79,858-64.3% |
| Participation rate | 63.6% | 69.2%-5.6pp | 81.9%-18.3pp | 69.6%-6.0pp |
| Annual return | -1.97% | 24.19%-26.2pp | 151.07%-153.0pp | 31.71%-33.7pp |
| Employer contribution / active EE | $4,118 | $3,256+26.5% | $5,011-17.8% | $2,471+66.7% |
| Participant deferral / active EE | $7,826 | $3,236+141.8% | $5,202+50.4% | $3,740+109.2% |
| Admin fee / account holder | $2,115 | $6,751-68.7% | $13,984-84.9% | $5,306-60.1% |