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 | $4,142 | $84,402-95.1% | $61,373-93.3% | $134,475-96.9% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -33.81% | 584.55%-618.4pp | 338.61%-372.4pp | 417.96%-451.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $644 | $2,819-77.2% | $2,125-69.7% | $6,400-89.9% |
| Admin fee / account holder | $612 | $2,585-76.3% | $2,130-71.3% | $11,426-94.6% |