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 | $10,254 | $29,660-65.4% | $56,411-81.8% | $80,856-87.3% |
| Participation rate | 5.3% | 41.6%-36.4pp | 52.5%-47.2pp | 67.6%-62.4pp |
| Annual return | 9.40% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $460 | $1,226-62.5% | $1,952-76.4% | $4,296-89.3% |
| Admin fee / account holder | $5,216 | $2,428+114.9% | $2,829+84.4% | $6,918-24.6% |