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 7-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 | $11,776 | $56,114-79.0% | $96,139-87.8% | $85,850-86.3% |
| Participation rate | 36.9% | 56.7%-19.8pp | 68.4%-31.5pp | 69.3%-32.4pp |
| Annual return | 6.57% | 42.30%-35.7pp | 191.94%-185.4pp | 318.53%-312.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,637 | $2,859-42.7% | $4,349-62.4% | $3,952-58.6% |
| Admin fee / account holder | $673 | $3,768-82.2% | $5,537-87.9% | $6,260-89.3% |