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 6-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 | $194,910 | $51,197+280.7% | $82,719+135.6% | $66,914+191.3% |
| Participation rate | 50.9% | 67.8%-16.9pp | 72.6%-21.6pp | 69.8%-18.9pp |
| Annual return | -18.19% | -9.64%-8.6pp | 701.18%-719.4pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,823 | $2,611-30.2% | $3,009-39.4% | $2,544-28.3% |
| Participant deferral / active EE | $6,038 | $3,458+74.6% | $4,395+37.4% | $4,237+42.5% |
| Admin fee / account holder | $6,327 | $416+1422.5% | $5,329+18.7% | $593+966.4% |