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 7-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 | $14,198 | $92,703-84.7% | $82,719-82.8% | $134,475-89.4% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -24.60% | 944.92%-969.5pp | 701.18%-725.8pp | 417.96%-442.6pp |
| Employer contribution / active EE | $389 | $3,274-88.1% | $3,009-87.1% | $4,740-91.8% |
| Participant deferral / active EE | $3,210 | $4,802-33.2% | $4,395-27.0% | $6,400-49.8% |
| Admin fee / account holder | $853 | $5,983-85.7% | $5,329-84.0% | $11,426-92.5% |