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 | $2,923 | $70,606-95.9% | $53,898-94.6% | $142,382-97.9% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | -22.50% | 619.81%-642.3pp | 528.60%-551.1pp | 217.08%-239.6pp |
| Employer contribution / active EE | $161 | $1,202-86.6% | $932-82.7% | $4,299-96.2% |
| Participant deferral / active EE | $293 | $2,364-87.6% | $1,826-83.9% | $6,507-95.5% |
| Admin fee / account holder | $1,460 | $2,852-48.8% | $2,491-41.4% | $12,624-88.4% |