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 4-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 | $4,181 | $76,738-94.6% | $56,411-92.6% | $145,922-97.1% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 2.45% | 2994.23%-2991.8pp | 1701.33%-1698.9pp | 561.29%-558.8pp |
| Employer contribution / active EE | $586 | $1,380-57.5% | $1,039-43.6% | $4,660-87.4% |
| Participant deferral / active EE | $728 | $2,623-72.2% | $1,952-62.7% | $6,688-89.1% |
| Admin fee / account holder | $7,301 | $3,334+119.0% | $2,829+158.1% | $13,397-45.5% |