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 7-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 | $33,881 | $95,862-64.7% | $79,550-57.4% | $134,475-74.8% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -22.83% | -2.69%-20.1pp | 0.16%-23.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,530 | $4,693-46.1% | $3,985-36.5% | $6,400-60.5% |
| Admin fee / account holder | $1,138 | $9,126-87.5% | $6,832-83.3% | $11,426-90.0% |