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 | $18,528 | $83,902-77.9% | $167,512-88.9% | $84,808-78.2% |
| Participation rate | 48.3% | 66.5%-18.2pp | 77.1%-28.8pp | 68.3%-20.0pp |
| Annual return | 12.10% | 91.55%-79.4pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $531 | $2,264-76.5% | $3,882-86.3% | $2,631-79.8% |
| Participant deferral / active EE | $1,915 | $4,442-56.9% | $6,405-70.1% | $4,212-54.5% |
| Admin fee / account holder | $352 | $7,915-95.6% | $9,769-96.4% | $7,344-95.2% |