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 | $6,910 | $74,888-90.8% | $71,209-90.3% | $142,382-95.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 6.91% | 345.14%-338.2pp | 282.51%-275.6pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,827 | $2,854-1.0% | $2,721+3.9% | $4,299-34.2% |
| Participant deferral / active EE | $7,067 | $4,454+58.6% | $4,175+69.3% | $6,507+8.6% |
| Admin fee / account holder | $43,940 | $5,568+689.1% | $5,349+721.5% | $12,624+248.1% |