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 | $10,479 | $27,915-62.5% | $58,482-82.1% | $75,163-86.1% |
| Participation rate | 10.0% | 38.8%-28.8pp | 50.9%-40.9pp | 67.2%-57.2pp |
| Annual return | 5.02% | 44.20%-39.2pp | 4239.32%-4234.3pp | 160.62%-155.6pp |
| Employer contribution / active EE | $322 | $669-51.8% | $1,053-69.4% | $2,670-87.9% |
| Participant deferral / active EE | $956 | $1,201-20.4% | $1,924-50.3% | $4,125-76.8% |
| Admin fee / account holder | $1,264 | $1,726-26.8% | $2,516-49.8% | $5,651-77.6% |