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 | $17,809 | $90,600-80.3% | $79,464-77.6% | $135,375-86.8% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -26.07% | 977.43%-1003.5pp | 718.14%-744.2pp | 519.73%-545.8pp |
| Employer contribution / active EE | $426 | $3,068-86.1% | $2,800-84.8% | $4,779-91.1% |
| Participant deferral / active EE | $1,709 | $4,050-57.8% | $3,704-53.9% | $5,609-69.5% |
| Admin fee / account holder | $4,637 | $5,907-21.5% | $5,113-9.3% | $10,827-57.2% |