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 | $18,151 | $99,640-81.8% | $86,436-79.0% | $134,475-86.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -26.60% | 6782.58%-6809.2pp | 4394.89%-4421.5pp | 417.96%-444.6pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,134 | $7,246+26.1% | $6,952+31.4% | $6,400+42.7% |
| Admin fee / account holder | $4,404 | $8,371-47.4% | $6,731-34.6% | $11,426-61.5% |