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 | $24,821 | $138,044-82.0% | $125,339-80.2% | $134,475-81.5% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -25.58% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,799 | $5,243-65.7% | $4,814-62.6% | $4,740-62.1% |
| Participant deferral / active EE | $4,816 | $7,799-38.2% | $7,446-35.3% | $6,400-24.7% |
| Admin fee / account holder | $5,759 | $11,571-50.2% | $10,010-42.5% | $11,426-49.6% |