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 | $9,795 | $95,561-89.7% | $77,163-87.3% | $139,434-93.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 6.06% | 54.92%-48.9pp | 37.87%-31.8pp | 372.94%-366.9pp |
| Employer contribution / active EE | $836 | $3,147-73.4% | $2,535-67.0% | $4,751-82.4% |
| Participant deferral / active EE | $8,392 | $4,624+81.5% | $3,833+118.9% | $6,710+25.1% |
| Admin fee / account holder | $21,601 | $8,295+160.4% | $5,472+294.8% | $11,403+89.4% |