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 | $7,802 | $104,974-92.6% | $95,585-91.8% | $142,382-94.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 9.65% | 210.33%-200.7pp | 38.56%-28.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $735 | $2,779-73.6% | $2,527-70.9% | $4,299-82.9% |
| Participant deferral / active EE | $1,222 | $4,352-71.9% | $4,023-69.6% | $6,507-81.2% |
| Admin fee / account holder | $369 | $6,386-94.2% | $6,127-94.0% | $12,624-97.1% |