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 | $18,188 | $96,635-81.2% | $86,612-79.0% | $139,434-87.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | -57.51% | 106.41%-163.9pp | 591.07%-648.6pp | 372.94%-430.5pp |
| Employer contribution / active EE | $1,040 | $3,263-68.1% | $3,022-65.6% | $4,751-78.1% |
| Participant deferral / active EE | $1,210 | $4,836-75.0% | $4,438-72.7% | $6,710-82.0% |
| Admin fee / account holder | $589 | $6,408-90.8% | $5,614-89.5% | $11,403-94.8% |