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 6-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 | $5,231 | $30,400-82.8% | $53,898-90.3% | $84,808-93.8% |
| Participation rate | 13.9% | 46.4%-32.6pp | 55.0%-41.1pp | 68.3%-54.4pp |
| Annual return | 6.69% | 500.19%-493.5pp | 528.60%-521.9pp | 40.90%-34.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $577 | $1,199-51.8% | $1,826-68.4% | $4,212-86.3% |
| Admin fee / account holder | $2,566 | $1,993+28.7% | $2,491+3.0% | $7,344-65.1% |