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 4-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 | $14,900 | $30,400-51.0% | $53,898-72.4% | $84,808-82.4% |
| Participation rate | 18.7% | 46.4%-27.8pp | 55.0%-36.3pp | 68.3%-49.6pp |
| Annual return | 13.62% | 500.19%-486.6pp | 528.60%-515.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $332 | $603-44.9% | $932-64.4% | $2,631-87.4% |
| Participant deferral / active EE | $476 | $1,199-60.3% | $1,826-74.0% | $4,212-88.7% |
| Admin fee / account holder | $551 | $1,993-72.4% | $2,491-77.9% | $7,344-92.5% |