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 | $25,199 | $70,606-64.3% | $53,898-53.2% | $142,382-82.3% |
| Participation rate | 21.4% | 63.7%-42.3pp | 55.0%-33.5pp | 80.1%-58.7pp |
| Annual return | 5.37% | 619.81%-614.4pp | 528.60%-523.2pp | 217.08%-211.7pp |
| Employer contribution / active EE | $504 | $1,202-58.1% | $932-46.0% | $4,299-88.3% |
| Participant deferral / active EE | $852 | $2,364-64.0% | $1,826-53.4% | $6,507-86.9% |
| Admin fee / account holder | $17,099 | $2,852+499.6% | $2,491+586.5% | $12,624+35.5% |