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 6-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 | $10,796 | $27,641-60.9% | $61,373-82.4% | $68,494-84.2% |
| Participation rate | 11.4% | 39.5%-28.1pp | 52.6%-41.2pp | 67.9%-56.5pp |
| Annual return | -24.71% | -13.24%-11.5pp | 338.61%-363.3pp | -7.84%-16.9pp |
| Employer contribution / active EE | $232 | $695-66.6% | $1,159-80.0% | $2,596-91.1% |
| Participant deferral / active EE | $360 | $1,263-71.5% | $2,125-83.1% | $4,027-91.1% |
| Admin fee / account holder | $1,229 | $2,010-38.9% | $2,130-42.3% | $5,403-77.3% |