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 9-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 | $38,564 | $112,881-65.8% | $90,951-57.6% | $158,922-75.7% |
| Participation rate | 15.0% | 74.7%-59.7pp | 69.0%-54.0pp | 82.0%-67.0pp |
| Annual return | -13.48% | 215.79%-229.3pp | 134.60%-148.1pp | 302.83%-316.3pp |
| Employer contribution / active EE | $1,405 | $2,893-51.4% | $2,122-33.8% | $4,761-70.5% |
| Participant deferral / active EE | $1,405 | $4,128-66.0% | $3,373-58.3% | $5,982-76.5% |
| Admin fee / account holder | $6,034 | $8,041-25.0% | $5,959+1.3% | $11,246-46.3% |