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 4-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 | $12,474 | $54,705-77.2% | $71,209-82.5% | $84,808-85.3% |
| Participation rate | 44.8% | 64.1%-19.2pp | 73.8%-28.9pp | 68.3%-23.5pp |
| Annual return | 10.78% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,059 | $2,158-50.9% | $2,721-61.1% | $2,631-59.8% |
| Participant deferral / active EE | $1,184 | $3,030-60.9% | $4,175-71.7% | $4,212-71.9% |
| Admin fee / account holder | $395 | $4,863-91.9% | $5,349-92.6% | $7,344-94.6% |