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 | $25,336 | $70,756-64.2% | $65,493-61.3% | $142,382-82.2% |
| Participation rate | 57.1% | 77.4%-20.2pp | 73.1%-16.0pp | 80.1%-23.0pp |
| Annual return | 7.37% | 1754.89%-1747.5pp | 982.45%-975.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $638 | $2,881-77.8% | $2,574-75.2% | $4,299-85.2% |
| Participant deferral / active EE | $2,133 | $4,637-54.0% | $3,961-46.2% | $6,507-67.2% |
| Admin fee / account holder | $8,208 | $6,559+25.1% | $5,028+63.2% | $12,624-35.0% |