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 | $23,442 | $133,958-82.5% | $112,228-79.1% | $134,475-82.6% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.6pp | 81.2%-51.8pp |
| Annual return | -33.62% | 47.11%-80.7pp | 27.45%-61.1pp | 417.96%-451.6pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,170 | $5,291-59.0% | $4,728-54.1% | $6,400-66.1% |
| Admin fee / account holder | $3,348 | $7,489-55.3% | $6,410-47.8% | $11,426-70.7% |