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 | $101,296 | $112,881-10.3% | $90,951+11.4% | $158,922-36.3% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | -13.99% | 215.79%-229.8pp | 134.60%-148.6pp | 302.83%-316.8pp |
| Employer contribution / active EE | $1,263 | $2,893-56.4% | $2,122-40.5% | $4,761-73.5% |
| Participant deferral / active EE | $2,639 | $4,128-36.1% | $3,373-21.7% | $5,982-55.9% |
| Admin fee / account holder | $30,549 | $8,041+279.9% | $5,959+412.7% | $11,246+171.6% |