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 6-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 | $7,275 | $74,888-90.3% | $71,209-89.8% | $142,382-94.9% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.1%-53.8pp |
| Annual return | 5.61% | 345.14%-339.5pp | 282.51%-276.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,779 | $4,454-37.6% | $4,175-33.4% | $6,507-57.3% |
| Admin fee / account holder | $2,715 | $5,568-51.2% | $5,349-49.2% | $12,624-78.5% |