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 7-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 | $114,004 | $159,602-28.6% | $150,045-24.0% | $142,382-19.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | -12.00% | 70.24%-82.2pp | 62.55%-74.5pp | 217.08%-229.1pp |
| Employer contribution / active EE | $1,316 | $4,961-73.5% | $4,693-72.0% | $4,299-69.4% |
| Participant deferral / active EE | $5,978 | $8,310-28.1% | $7,997-25.2% | $6,507-8.1% |
| Admin fee / account holder | $6,415 | $14,846-56.8% | $13,435-52.3% | $12,624-49.2% |