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 | $4,211 | $30,400-86.1% | $53,898-92.2% | $84,808-95.0% |
| Participation rate | 27.6% | 46.4%-18.9pp | 55.0%-27.4pp | 68.3%-40.7pp |
| Annual return | 13.47% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $329 | $603-45.5% | $932-64.7% | $2,631-87.5% |
| Participant deferral / active EE | $462 | $1,199-61.5% | $1,826-74.7% | $4,212-89.0% |
| Admin fee / account holder | $2,151 | $1,993+7.9% | $2,491-13.7% | $7,344-70.7% |