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 | $20,876 | $113,339-81.6% | $94,993-78.0% | $147,584-85.9% |
| Participation rate | 25.0% | 78.0%-53.0pp | 73.9%-48.9pp | 82.8%-57.8pp |
| Annual return | -89.33% | 20.77%-110.1pp | 27.12%-116.4pp | 578.55%-667.9pp |
| Employer contribution / active EE | $1,721 | $3,160-45.5% | $2,603-33.9% | $4,876-64.7% |
| Participant deferral / active EE | $2,583 | $3,777-31.6% | $3,317-22.1% | $5,439-52.5% |
| Admin fee / account holder | $34,288 | $6,063+465.6% | $4,960+591.2% | $10,885+215.0% |