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 | $18,327 | $92,703-80.2% | $82,719-77.8% | $134,475-86.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -26.40% | 944.92%-971.3pp | 701.18%-727.6pp | 417.96%-444.4pp |
| Employer contribution / active EE | $1,832 | $3,274-44.0% | $3,009-39.1% | $4,740-61.3% |
| Participant deferral / active EE | $2,513 | $4,802-47.7% | $4,395-42.8% | $6,400-60.7% |
| Admin fee / account holder | $1,963 | $5,983-67.2% | $5,329-63.2% | $11,426-82.8% |