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 | $24,558 | $88,594-72.3% | $70,092-65.0% | $134,475-81.7% |
| Participation rate | 58.3% | 74.9%-16.6pp | 70.5%-12.1pp | 81.2%-22.9pp |
| Annual return | -24.12% | 442.67%-466.8pp | 190.73%-214.9pp | 417.96%-442.1pp |
| Employer contribution / active EE | $5,016 | $3,233+55.1% | $2,559+96.0% | $4,740+5.8% |
| Participant deferral / active EE | $4,787 | $4,772+0.3% | $3,849+24.4% | $6,400-25.2% |
| Admin fee / account holder | $1,362 | $10,441-87.0% | $6,267-78.3% | $11,426-88.1% |