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 5-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 | $3,564 | $84,402-95.8% | $61,373-94.2% | $134,475-97.3% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | -24.57% | 584.55%-609.1pp | 338.61%-363.2pp | 417.96%-442.5pp |
| Employer contribution / active EE | $365 | $1,544-76.4% | $1,159-68.6% | $4,740-92.3% |
| Participant deferral / active EE | $596 | $2,819-78.9% | $2,125-71.9% | $6,400-90.7% |
| Admin fee / account holder | $368 | $2,585-85.8% | $2,130-82.7% | $11,426-96.8% |