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 | $30,326 | $54,705-44.6% | $71,209-57.4% | $84,808-64.2% |
| Participation rate | 18.9% | 64.1%-45.2pp | 73.8%-54.8pp | 68.3%-49.4pp |
| Annual return | 11.94% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $857 | $3,030-71.7% | $4,175-79.5% | $4,212-79.6% |
| Admin fee / account holder | $18,606 | $4,863+282.6% | $5,349+247.9% | $7,344+153.4% |