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 3-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 | $13,293 | $88,751-85.0% | $81,812-83.8% | $145,922-90.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | -0.53% | 1025.40%-1025.9pp | 773.79%-774.3pp | 561.29%-561.8pp |
| Employer contribution / active EE | $1,813 | $3,083-41.2% | $2,912-37.7% | $4,660-61.1% |
| Participant deferral / active EE | $2,267 | $4,643-51.2% | $4,319-47.5% | $6,688-66.1% |
| Admin fee / account holder | $1,038 | $8,415-87.7% | $7,386-85.9% | $13,397-92.3% |