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 5-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 | $46,572 | $183,519-74.6% | $155,509-70.1% | $145,922-68.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | -0.41% | 61.17%-61.6pp | 64.67%-65.1pp | 561.29%-561.7pp |
| Employer contribution / active EE | $4,222 | $5,313-20.5% | $4,672-9.7% | $4,660-9.4% |
| Participant deferral / active EE | $5,382 | $6,462-16.7% | $5,626-4.3% | $6,688-19.5% |
| Admin fee / account holder | $323 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |