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 | $67,560 | $52,279+29.2% | $89,391-24.4% | $79,858-15.4% |
| Participation rate | 25.7% | 57.5%-31.8pp | 68.0%-42.3pp | 69.6%-43.9pp |
| Annual return | -4.02% | 22.16%-26.2pp | 245.62%-249.6pp | 31.71%-35.7pp |
| Employer contribution / active EE | $724 | $1,572-53.9% | $2,586-72.0% | $2,471-70.7% |
| Participant deferral / active EE | $851 | $2,740-69.0% | $3,890-78.1% | $3,740-77.3% |
| Admin fee / account holder | $414 | $3,356-87.7% | $4,881-91.5% | $5,306-92.2% |