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 4-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 | $10,392 | $85,022-87.8% | $70,515-85.3% | $139,434-92.5% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | -58.58% | 30.38%-89.0pp | 32.77%-91.3pp | 372.94%-431.5pp |
| Employer contribution / active EE | $2,042 | $3,909-47.8% | $2,973-31.3% | $4,751-57.0% |
| Participant deferral / active EE | $4,511 | $5,890-23.4% | $4,567-1.2% | $6,710-32.8% |
| Admin fee / account holder | $4,769 | $8,906-46.4% | $6,412-25.6% | $11,403-58.2% |