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 10-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 | $18,099 | $95,971-81.1% | $74,550-75.7% | $135,375-86.6% |
| Participation rate | 0.0% | 75.7%-75.7pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -12.43% | 56.96%-69.4pp | 32.53%-45.0pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,119 | $2,716-22.0% | $1,961+8.1% | $4,779-55.6% |
| Participant deferral / active EE | $7,263 | $3,843+89.0% | $3,108+133.7% | $5,609+29.5% |
| Admin fee / account holder | $505 | $6,522-92.3% | $5,060-90.0% | $10,827-95.3% |