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 5-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 | $23,909 | $167,484-85.7% | $151,611-84.2% | $134,475-82.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -29.27% | 7.80%-37.1pp | 3.33%-32.6pp | 417.96%-447.2pp |
| Employer contribution / active EE | $4,207 | $6,829-38.4% | $6,166-31.8% | $4,740-11.2% |
| Participant deferral / active EE | $4,465 | $8,986-50.3% | $8,363-46.6% | $6,400-30.2% |
| Admin fee / account holder | $8,001 | $13,783-42.0% | $11,616-31.1% | $11,426-30.0% |