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 | $11,190 | $100,852-88.9% | $90,404-87.6% | $158,922-93.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 4.01% | 1724.20%-1720.2pp | 1293.02%-1289.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,858 | $3,689-49.6% | $3,262-43.0% | $4,761-61.0% |
| Participant deferral / active EE | $2,074 | $4,348-52.3% | $3,963-47.7% | $5,982-65.3% |
| Admin fee / account holder | $2,614 | $6,501-59.8% | $5,611-53.4% | $11,246-76.8% |