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 | $23,079 | $159,901-85.6% | $146,958-84.3% | $145,922-84.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -20.16% | 98.13%-118.3pp | 418.34%-438.5pp | 561.29%-581.4pp |
| Employer contribution / active EE | $3,641 | $5,286-31.1% | $4,933-26.2% | $4,660-21.9% |
| Participant deferral / active EE | $6,630 | $8,428-21.3% | $8,070-17.8% | $6,688-0.9% |
| Admin fee / account holder | $13,321 | $15,044-11.5% | $12,998+2.5% | $13,397-0.6% |