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 4-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 | $9,065 | $27,915-67.5% | $58,482-84.5% | $75,163-87.9% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | 14.80% | 44.20%-29.4pp | 4239.32%-4224.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $149 | $669-77.8% | $1,053-85.9% | $2,670-94.4% |
| Participant deferral / active EE | $656 | $1,201-45.4% | $1,924-65.9% | $4,125-84.1% |
| Admin fee / account holder | $642 | $1,726-62.8% | $2,516-74.5% | $5,651-88.6% |