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 7-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 | $28,457 | $177,572-84.0% | $154,803-81.6% | $142,382-80.0% |
| Participation rate | 22.2% | 82.1%-59.8pp | 78.1%-55.8pp | 80.1%-57.9pp |
| Annual return | -2.79% | 65.07%-67.9pp | 58.88%-61.7pp | 217.08%-219.9pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,666 | $6,272+6.3% | $5,540+20.3% | $6,507+2.4% |
| Admin fee / account holder | $36,939 | $16,786+120.1% | $14,329+157.8% | $12,624+192.6% |