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 9-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 | $22,380 | $177,572-87.4% | $154,803-85.5% | $142,382-84.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | -0.18% | 65.07%-65.2pp | 58.88%-59.1pp | 217.08%-217.3pp |
| Employer contribution / active EE | $1,594 | $4,810-66.9% | $4,305-63.0% | $4,299-62.9% |
| Participant deferral / active EE | $3,439 | $6,272-45.2% | $5,540-37.9% | $6,507-47.1% |
| Admin fee / account holder | $4,340 | $16,786-74.1% | $14,329-69.7% | $12,624-65.6% |