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 9-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 | $13,277 | $84,402-84.3% | $61,373-78.4% | $134,475-90.1% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -21.97% | 584.55%-606.5pp | 338.61%-360.6pp | 417.96%-439.9pp |
| Employer contribution / active EE | $186 | $1,544-87.9% | $1,159-83.9% | $4,740-96.1% |
| Participant deferral / active EE | $698 | $2,819-75.2% | $2,125-67.2% | $6,400-89.1% |
| Admin fee / account holder | $366 | $2,585-85.9% | $2,130-82.8% | $11,426-96.8% |