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 | $9,321 | $109,817-91.5% | $98,442-90.5% | $167,490-94.4% |
| Participation rate | 22.2% | 75.8%-53.6pp | 73.3%-51.1pp | 82.1%-59.9pp |
| Annual return | 7.03% | 1956.69%-1949.7pp | 1492.73%-1485.7pp | 478.56%-471.5pp |
| Employer contribution / active EE | $638 | $3,224-80.2% | $2,960-78.5% | $4,837-86.8% |
| Participant deferral / active EE | $912 | $4,673-80.5% | $4,276-78.7% | $6,341-85.6% |
| Admin fee / account holder | $4,506 | $6,753-33.3% | $5,949-24.3% | $12,309-63.4% |