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 5-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 | $19,221 | $158,398-87.9% | $126,539-84.8% | $142,382-86.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 3.97% | 593.76%-589.8pp | 425.95%-422.0pp | 217.08%-213.1pp |
| Employer contribution / active EE | $123 | $4,650-97.4% | $3,674-96.7% | $4,299-97.2% |
| Participant deferral / active EE | $1,768 | $4,767-62.9% | $4,083-56.7% | $6,507-72.8% |
| Admin fee / account holder | $771 | $6,918-88.9% | $6,065-87.3% | $12,624-93.9% |