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 9-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 | $12,012 | $84,402-85.8% | $61,373-80.4% | $134,475-91.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -34.64% | 584.55%-619.2pp | 338.61%-373.2pp | 417.96%-452.6pp |
| Employer contribution / active EE | $618 | $1,544-60.0% | $1,159-46.7% | $4,740-87.0% |
| Participant deferral / active EE | $1,536 | $2,819-45.5% | $2,125-27.7% | $6,400-76.0% |
| Admin fee / account holder | $4,719 | $2,585+82.6% | $2,130+121.6% | $11,426-58.7% |