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 | $12,092 | $53,516-77.4% | $126,539-90.4% | $84,808-85.7% |
| Participation rate | 28.6% | 58.2%-29.7pp | 69.8%-41.2pp | 68.3%-39.7pp |
| Annual return | 12.70% | 58.34%-45.6pp | 425.95%-413.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $462 | $1,535-69.9% | $3,674-87.4% | $2,631-82.5% |
| Participant deferral / active EE | $749 | $2,671-71.9% | $4,083-81.6% | $4,212-82.2% |
| Admin fee / account holder | $13,125 | $4,497+191.9% | $6,065+116.4% | $7,344+78.7% |