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 | $19,628 | $88,751-77.9% | $81,812-76.0% | $145,922-86.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | -12.69% | 1025.40%-1038.1pp | 773.79%-786.5pp | 561.29%-574.0pp |
| Employer contribution / active EE | $2,367 | $3,083-23.2% | $2,912-18.7% | $4,660-49.2% |
| Participant deferral / active EE | $3,167 | $4,643-31.8% | $4,319-26.7% | $6,688-52.6% |
| Admin fee / account holder | $5,534 | $8,415-34.2% | $7,386-25.1% | $13,397-58.7% |