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 | $11,056 | $22,587-51.1% | $65,255-83.1% | $75,163-85.3% |
| Participation rate | 16.7% | 63.1%-46.4pp | 65.0%-48.3pp | 67.2%-50.5pp |
| Annual return | -65.61% | 71.03%-136.6pp | 47.35%-113.0pp | 160.62%-226.2pp |
| Employer contribution / active EE | $460 | $941-51.1% | $1,691-72.8% | $2,670-82.8% |
| Participant deferral / active EE | $766 | $1,695-54.8% | $2,831-72.9% | $4,125-81.4% |
| Admin fee / account holder | $10,500 | $1,876+459.8% | $4,112+155.4% | $5,651+85.8% |