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 9-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 | $17,577 | $34,934-49.7% | $56,411-68.8% | $74,495-76.4% |
| Participation rate | 8.3% | 32.8%-24.5pp | 52.5%-44.2pp | 67.2%-58.9pp |
| Annual return | 10.59% | 25.94%-15.3pp | 1701.33%-1690.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $318 | $609-47.8% | $1,039-69.4% | $2,623-87.9% |
| Participant deferral / active EE | $318 | $1,170-72.8% | $1,952-83.7% | $4,346-92.7% |
| Admin fee / account holder | $5,519 | $2,364+133.5% | $2,829+95.1% | $1,942+184.2% |