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 5-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 | $16,819 | $84,402-80.1% | $61,373-72.6% | $134,475-87.5% |
| Participation rate | 7.1% | 62.2%-55.1pp | 52.6%-45.4pp | 81.2%-74.1pp |
| Annual return | -31.16% | 584.55%-615.7pp | 338.61%-369.8pp | 417.96%-449.1pp |
| Employer contribution / active EE | $126 | $1,544-91.9% | $1,159-89.2% | $4,740-97.3% |
| Participant deferral / active EE | $1,709 | $2,819-39.4% | $2,125-19.6% | $6,400-73.3% |
| Admin fee / account holder | $373 | $2,585-85.6% | $2,130-82.5% | $11,426-96.7% |