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 | $17,114 | $92,703-81.5% | $82,719-79.3% | $134,475-87.3% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -23.56% | 944.92%-968.5pp | 701.18%-724.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $628 | $3,274-80.8% | $3,009-79.1% | $4,740-86.8% |
| Participant deferral / active EE | $3,106 | $4,802-35.3% | $4,395-29.3% | $6,400-51.5% |
| Admin fee / account holder | $332 | $5,983-94.5% | $5,329-93.8% | $11,426-97.1% |