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 8-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 | $33,764 | $228,332-85.2% | $185,823-81.8% | $158,922-78.8% |
| Participation rate | 42.9% | 82.3%-39.4pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | -0.32% | 40.80%-41.1pp | 35.95%-36.3pp | 302.83%-303.1pp |
| Employer contribution / active EE | $1,368 | $4,967-72.4% | $4,087-66.5% | $4,761-71.3% |
| Participant deferral / active EE | $7,391 | $6,415+15.2% | $5,632+31.2% | $5,982+23.6% |
| Admin fee / account holder | $788 | $11,864-93.4% | $9,500-91.7% | $11,246-93.0% |