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 4-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 | $8,329 | $70,606-88.2% | $53,898-84.5% | $142,382-94.2% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | -15.15% | 619.81%-635.0pp | 528.60%-543.8pp | 217.08%-232.2pp |
| Employer contribution / active EE | $394 | $1,202-67.3% | $932-57.8% | $4,299-90.8% |
| Participant deferral / active EE | $689 | $2,364-70.9% | $1,826-62.3% | $6,507-89.4% |
| Admin fee / account holder | $2,637 | $2,852-7.5% | $2,491+5.9% | $12,624-79.1% |