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 | $10,967 | $74,888-85.4% | $71,209-84.6% | $142,382-92.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 9.91% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,144 | $2,854-59.9% | $2,721-57.9% | $4,299-73.4% |
| Participant deferral / active EE | $1,705 | $4,454-61.7% | $4,175-59.2% | $6,507-73.8% |
| Admin fee / account holder | $698 | $5,568-87.5% | $5,349-86.9% | $12,624-94.5% |