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 7-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 | $11,635 | $92,703-87.4% | $82,719-85.9% | $134,475-91.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -26.09% | 944.92%-971.0pp | 701.18%-727.3pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,490 | $3,274-23.9% | $3,009-17.2% | $4,740-47.5% |
| Participant deferral / active EE | $2,490 | $4,802-48.1% | $4,395-43.3% | $6,400-61.1% |
| Admin fee / account holder | $4,349 | $5,983-27.3% | $5,329-18.4% | $11,426-61.9% |