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 3-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 | $9,774 | $99,877-90.2% | $84,966-88.5% | $145,922-93.3% |
| Participation rate | 35.0% | 74.1%-39.1pp | 67.5%-32.5pp | 80.3%-45.3pp |
| Annual return | -16.71% | 83.76%-100.5pp | 66.38%-83.1pp | 561.29%-578.0pp |
| Employer contribution / active EE | $963 | $3,231-70.2% | $2,727-64.7% | $4,660-79.3% |
| Participant deferral / active EE | $1,576 | $5,291-70.2% | $4,519-65.1% | $6,688-76.4% |
| Admin fee / account holder | $1,934 | $7,248-73.3% | $6,149-68.6% | $13,397-85.6% |