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 | $21,980 | $210,648-89.6% | $177,989-87.7% | $145,922-84.9% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 4.92% | 385.86%-380.9pp | 294.48%-289.6pp | 561.29%-556.4pp |
| Employer contribution / active EE | $964 | $4,565-78.9% | $3,949-75.6% | $4,660-79.3% |
| Participant deferral / active EE | $1,907 | $6,958-72.6% | $6,276-69.6% | $6,688-71.5% |
| Admin fee / account holder | $8,667 | $12,013-27.8% | $10,363-16.4% | $13,397-35.3% |