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 5-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 | $2,456 | $29,660-91.7% | $56,411-95.6% | $80,856-97.0% |
| Participation rate | 45.5% | 41.6%+3.8pp | 52.5%-7.0pp | 67.6%-22.2pp |
| Annual return | 9.85% | 35.23%-25.4pp | 1701.33%-1691.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $344 | $1,226-72.0% | $1,952-82.4% | $4,296-92.0% |
| Admin fee / account holder | $689 | $2,428-71.6% | $2,829-75.6% | $6,918-90.0% |