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 | $78,968 | $197,591-60.0% | $177,821-55.6% | $158,922-50.3% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | -0.32% | 58.76%-59.1pp | 48.32%-48.6pp | 302.83%-303.1pp |
| Employer contribution / active EE | $1,562 | $6,697-76.7% | $5,918-73.6% | $4,761-67.2% |
| Participant deferral / active EE | $3,405 | $8,405-59.5% | $7,714-55.9% | $5,982-43.1% |
| Admin fee / account holder | $544 | $15,399-96.5% | $12,427-95.6% | $11,246-95.2% |