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 | $31,466 | $138,065-77.2% | $123,544-74.5% | $135,375-76.8% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -15.10% | 153.68%-168.8pp | 119.20%-134.3pp | 519.73%-534.8pp |
| Employer contribution / active EE | $1,644 | $5,151-68.1% | $4,628-64.5% | $4,779-65.6% |
| Participant deferral / active EE | $5,225 | $6,799-23.2% | $6,426-18.7% | $5,609-6.8% |
| Admin fee / account holder | $5,101 | $10,916-53.3% | $9,284-45.1% | $10,827-52.9% |