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 3-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 | $4,373 | $70,756-93.8% | $65,493-93.3% | $142,382-96.9% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | -26.59% | 1754.89%-1781.5pp | 982.45%-1009.0pp | 217.08%-243.7pp |
| Employer contribution / active EE | $680 | $2,881-76.4% | $2,574-73.6% | $4,299-84.2% |
| Participant deferral / active EE | $1,133 | $4,637-75.6% | $3,961-71.4% | $6,507-82.6% |
| Admin fee / account holder | $112,251 | $6,559+1611.4% | $5,028+2132.4% | $12,624+789.2% |