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 10-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 | $12,732 | $99,640-87.2% | $86,436-85.3% | $134,475-90.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -26.63% | 6782.58%-6809.2pp | 4394.89%-4421.5pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,782 | $4,400-59.5% | $3,769-52.7% | $4,740-62.4% |
| Participant deferral / active EE | $2,496 | $7,246-65.6% | $6,952-64.1% | $6,400-61.0% |
| Admin fee / account holder | $342 | $8,371-95.9% | $6,731-94.9% | $11,426-97.0% |