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 | $9,367 | $27,641-66.1% | $61,373-84.7% | $68,494-86.3% |
| Participation rate | 6.1% | 39.5%-33.4pp | 52.6%-46.4pp | 67.9%-61.8pp |
| Annual return | -97.55% | -13.24%-84.3pp | 338.61%-436.2pp | -7.84%-89.7pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $765 | $1,263-39.4% | $2,125-64.0% | $4,027-81.0% |
| Admin fee / account holder | $9,787 | $2,010+386.9% | $2,130+359.6% | $5,403+81.1% |