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 10-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 | $34,402 | $80,717-57.4% | $154,803-77.8% | $84,808-59.4% |
| Participation rate | 0.0% | 66.8%-66.8pp | 78.1%-78.1pp | 68.3%-68.3pp |
| Annual return | -97.37% | 37.96%-135.3pp | 58.88%-156.3pp | 40.90%-138.3pp |
| Employer contribution / active EE | $417 | $2,761-84.9% | $4,305-90.3% | $2,631-84.2% |
| Participant deferral / active EE | $2,605 | $3,303-21.1% | $5,540-53.0% | $4,212-38.1% |
| Admin fee / account holder | $56,399 | $6,746+736.1% | $14,329+293.6% | $7,344+668.0% |