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 | $5,130 | $29,660-82.7% | $56,411-90.9% | $80,856-93.7% |
| Participation rate | 10.9% | 41.6%-30.8pp | 52.5%-41.6pp | 67.6%-56.8pp |
| Annual return | 2.09% | 35.23%-33.1pp | 1701.33%-1699.2pp | 35.59%-33.5pp |
| Employer contribution / active EE | $253 | $669-62.2% | $1,039-75.7% | $2,755-90.8% |
| Participant deferral / active EE | $450 | $1,226-63.3% | $1,952-77.0% | $4,296-89.5% |
| Admin fee / account holder | $1,647 | $2,428-32.2% | $2,829-41.8% | $6,918-76.2% |