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 | $5,878 | $24,730-76.2% | $66,042-91.1% | $84,808-93.1% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 68.3%-18.3pp |
| Annual return | 10.93% | 79.55%-68.6pp | 52.11%-41.2pp | 40.90%-30.0pp |
| Employer contribution / active EE | $229 | $857-73.3% | $1,579-85.5% | $2,631-91.3% |
| Participant deferral / active EE | $1,080 | $1,737-37.8% | $2,835-61.9% | $4,212-74.4% |
| Admin fee / account holder | $1,696 | $3,014-43.7% | $5,747-70.5% | $7,344-76.9% |