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 | $15,597 | $92,703-83.2% | $82,719-81.1% | $134,475-88.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -21.09% | 944.92%-966.0pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,942 | $3,274-40.7% | $3,009-35.5% | $4,740-59.0% |
| Participant deferral / active EE | $2,566 | $4,802-46.6% | $4,395-41.6% | $6,400-59.9% |
| Admin fee / account holder | $610 | $5,983-89.8% | $5,329-88.6% | $11,426-94.7% |