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 | $21,619 | $70,606-69.4% | $53,898-59.9% | $142,382-84.8% |
| Participation rate | 8.3% | 63.7%-55.4pp | 55.0%-46.6pp | 80.1%-71.8pp |
| Annual return | 3.17% | 619.81%-616.6pp | 528.60%-525.4pp | 217.08%-213.9pp |
| Employer contribution / active EE | $504 | $1,202-58.1% | $932-46.0% | $4,299-88.3% |
| Participant deferral / active EE | $2,276 | $2,364-3.7% | $1,826+24.6% | $6,507-65.0% |
| Admin fee / account holder | $237,373 | $2,852+8224.1% | $2,491+9430.0% | $12,624+1780.4% |