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 4-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 | $10,980 | $84,402-87.0% | $61,373-82.1% | $134,475-91.8% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -30.18% | 584.55%-614.7pp | 338.61%-368.8pp | 417.96%-448.1pp |
| Employer contribution / active EE | $135 | $1,544-91.3% | $1,159-88.4% | $4,740-97.2% |
| Participant deferral / active EE | $800 | $2,819-71.6% | $2,125-62.4% | $6,400-87.5% |
| Admin fee / account holder | $1,522 | $2,585-41.1% | $2,130-28.5% | $11,426-86.7% |