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 | $20,754 | $175,202-88.2% | $149,673-86.1% | $139,434-85.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 8.87% | 166.71%-157.8pp | 134.42%-125.5pp | 372.94%-364.1pp |
| Employer contribution / active EE | $8,939 | $5,474+63.3% | $4,818+85.5% | $4,751+88.2% |
| Participant deferral / active EE | $11,607 | $6,519+78.1% | $5,680+104.3% | $6,710+73.0% |
| Admin fee / account holder | $27,693 | $16,150+71.5% | $13,210+109.6% | $11,403+142.9% |