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 | $124,971 | $138,044-9.5% | $125,339-0.3% | $134,475-7.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -31.72% | 750.33%-782.0pp | 572.05%-603.8pp | 417.96%-449.7pp |
| Employer contribution / active EE | $11,250 | $5,243+114.6% | $4,814+133.7% | $4,740+137.4% |
| Participant deferral / active EE | $13,750 | $7,799+76.3% | $7,446+84.7% | $6,400+114.9% |
| Admin fee / account holder | $3,067 | $11,571-73.5% | $10,010-69.4% | $11,426-73.2% |