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 | $10,609 | $96,635-89.0% | $86,612-87.8% | $139,434-92.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 2.72% | 106.41%-103.7pp | 591.07%-588.4pp | 372.94%-370.2pp |
| Employer contribution / active EE | $403 | $3,263-87.7% | $3,022-86.7% | $4,751-91.5% |
| Participant deferral / active EE | $1,917 | $4,836-60.4% | $4,438-56.8% | $6,710-71.4% |
| Admin fee / account holder | $26,254 | $6,408+309.7% | $5,614+367.6% | $11,403+130.2% |