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 | $16,151 | $85,006-81.0% | $76,190-78.8% | $145,922-88.9% |
| Participation rate | 55.6% | 82.9%-27.3pp | 79.3%-23.7pp | 80.3%-24.7pp |
| Annual return | 5.45% | 13.11%-7.7pp | 13.78%-8.3pp | 561.29%-555.8pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,578-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,094 | $6,392-51.6% | $5,474-43.5% | $6,688-53.7% |
| Admin fee / account holder | $978 | $5,760-83.0% | $5,123-80.9% | $13,397-92.7% |