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 8-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 | $4,849 | $76,738-93.7% | $56,411-91.4% | $145,922-96.7% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 5.03% | 2994.23%-2989.2pp | 1701.33%-1696.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $129 | $1,380-90.6% | $1,039-87.5% | $4,660-97.2% |
| Participant deferral / active EE | $2,150 | $2,623-18.0% | $1,952+10.2% | $6,688-67.9% |
| Admin fee / account holder | $42,760 | $3,334+1182.6% | $2,829+1411.6% | $13,397+219.2% |