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 | $10,678 | $88,594-87.9% | $70,092-84.8% | $134,475-92.1% |
| Participation rate | 35.3% | 74.9%-39.6pp | 70.5%-35.2pp | 81.2%-45.9pp |
| Annual return | -24.87% | 442.67%-467.5pp | 190.73%-215.6pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,219 | $3,233-62.3% | $2,559-52.3% | $4,740-74.3% |
| Participant deferral / active EE | $2,681 | $4,772-43.8% | $3,849-30.3% | $6,400-58.1% |
| Admin fee / account holder | $512 | $10,441-95.1% | $6,267-91.8% | $11,426-95.5% |