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 | $3,698 | $88,751-95.8% | $81,812-95.5% | $145,922-97.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | -6.78% | 1025.40%-1032.2pp | 773.79%-780.6pp | 561.29%-568.1pp |
| Employer contribution / active EE | $554 | $3,083-82.0% | $2,912-81.0% | $4,660-88.1% |
| Participant deferral / active EE | $765 | $4,643-83.5% | $4,319-82.3% | $6,688-88.6% |
| Admin fee / account holder | $557 | $8,415-93.4% | $7,386-92.5% | $13,397-95.8% |