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 7-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 | $29,893 | $84,402-64.6% | $61,373-51.3% | $134,475-77.8% |
| Participation rate | 4.5% | 62.2%-57.7pp | 52.6%-48.0pp | 81.2%-76.7pp |
| Annual return | -30.50% | 584.55%-615.0pp | 338.61%-369.1pp | 417.96%-448.5pp |
| Employer contribution / active EE | $74 | $1,544-95.2% | $1,159-93.6% | $4,740-98.4% |
| Participant deferral / active EE | $474 | $2,819-83.2% | $2,125-77.7% | $6,400-92.6% |
| Admin fee / account holder | $2,680 | $2,585+3.7% | $2,130+25.8% | $11,426-76.5% |