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 | $20,003 | $92,703-78.4% | $82,719-75.8% | $134,475-85.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -24.88% | 944.92%-969.8pp | 701.18%-726.1pp | 417.96%-442.8pp |
| Employer contribution / active EE | $4,712 | $3,274+43.9% | $3,009+56.6% | $4,740-0.6% |
| Participant deferral / active EE | $11,173 | $4,802+132.7% | $4,395+154.2% | $6,400+74.6% |
| Admin fee / account holder | $670 | $5,983-88.8% | $5,329-87.4% | $11,426-94.1% |