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 8-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 | $17,023 | $27,915-39.0% | $58,482-70.9% | $75,163-77.4% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 12.36% | 44.20%-31.8pp | 4239.32%-4227.0pp | 160.62%-148.3pp |
| Employer contribution / active EE | $642 | $669-4.1% | $1,053-39.1% | $2,670-76.0% |
| Participant deferral / active EE | $690 | $1,201-42.5% | $1,924-64.1% | $4,125-83.3% |
| Admin fee / account holder | $1,378 | $1,726-20.1% | $2,516-45.2% | $5,651-75.6% |