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 | $8,445 | $27,641-69.4% | $61,373-86.2% | $68,494-87.7% |
| Participation rate | 28.6% | 39.5%-10.9pp | 52.6%-24.0pp | 67.9%-39.3pp |
| Annual return | -29.93% | -13.24%-16.7pp | 338.61%-368.5pp | -7.84%-22.1pp |
| Employer contribution / active EE | $1,005 | $695+44.5% | $1,159-13.3% | $2,596-61.3% |
| Participant deferral / active EE | $771 | $1,263-39.0% | $2,125-63.7% | $4,027-80.9% |
| Admin fee / account holder | $959 | $2,010-52.3% | $2,130-55.0% | $5,403-82.2% |