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 | $29,200 | $55,415-47.3% | $155,509-81.2% | $74,495-60.8% |
| Participation rate | 10.6% | 61.9%-51.3pp | 78.2%-67.6pp | 67.2%-56.6pp |
| Annual return | 4.26% | 268.50%-264.2pp | 64.67%-60.4pp | 1364.94%-1360.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,140 | $2,836-59.8% | $5,626-79.7% | $4,346-73.8% |
| Admin fee / account holder | $3,351 | $1,738+92.8% | $15,912-78.9% | $1,942+72.6% |