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 | $18,711 | $70,606-73.5% | $53,898-65.3% | $142,382-86.9% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 6.92% | 619.81%-612.9pp | 528.60%-521.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,368 | $1,202+13.8% | $932+46.7% | $4,299-68.2% |
| Participant deferral / active EE | $2,652 | $2,364+12.2% | $1,826+45.2% | $6,507-59.2% |
| Admin fee / account holder | $10,206 | $2,852+257.9% | $2,491+309.7% | $12,624-19.2% |