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 | $10,798 | $84,402-87.2% | $61,373-82.4% | $134,475-92.0% |
| Participation rate | 47.6% | 62.2%-14.6pp | 52.6%-4.9pp | 81.2%-33.6pp |
| Annual return | -23.60% | 584.55%-608.1pp | 338.61%-362.2pp | 417.96%-441.6pp |
| Employer contribution / active EE | $691 | $1,544-55.3% | $1,159-40.4% | $4,740-85.4% |
| Participant deferral / active EE | $1,681 | $2,819-40.4% | $2,125-20.9% | $6,400-73.7% |
| Admin fee / account holder | $1,610 | $2,585-37.7% | $2,130-24.4% | $11,426-85.9% |