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 6-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 | $23,697 | $99,640-76.2% | $86,436-72.6% | $134,475-82.4% |
| Participation rate | 63.2% | 82.0%-18.9pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -21.88% | 6782.58%-6804.5pp | 4394.89%-4416.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $568 | $4,400-87.1% | $3,769-84.9% | $4,740-88.0% |
| Participant deferral / active EE | $6,006 | $7,246-17.1% | $6,952-13.6% | $6,400-6.2% |
| Admin fee / account holder | $2,842 | $8,371-66.1% | $6,731-57.8% | $11,426-75.1% |