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 | $32,605 | $97,757-66.6% | $83,848-61.1% | $135,375-75.9% |
| Participation rate | 45.8% | 80.0%-34.1pp | 76.1%-30.3pp | 82.6%-36.8pp |
| Annual return | -12.25% | 1287.37%-1299.6pp | 850.88%-863.1pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,612 | $4,222-61.8% | $3,631-55.6% | $4,779-66.3% |
| Participant deferral / active EE | $2,976 | $4,682-36.4% | $4,082-27.1% | $5,609-46.9% |
| Admin fee / account holder | $595 | $6,674-91.1% | $5,478-89.1% | $10,827-94.5% |