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 9-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 | $20,517 | $159,901-87.2% | $146,958-86.0% | $145,922-85.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 4.83% | 98.13%-93.3pp | 418.34%-413.5pp | 561.29%-556.5pp |
| Employer contribution / active EE | $2,090 | $5,286-60.5% | $4,933-57.6% | $4,660-55.2% |
| Participant deferral / active EE | $3,992 | $8,428-52.6% | $8,070-50.5% | $6,688-40.3% |
| Admin fee / account holder | $2,405 | $15,044-84.0% | $12,998-81.5% | $13,397-82.0% |