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 | $9,650 | $29,660-67.5% | $56,411-82.9% | $80,856-88.1% |
| Participation rate | 31.3% | 41.6%-10.4pp | 52.5%-21.2pp | 67.6%-36.4pp |
| Annual return | 9.92% | 35.23%-25.3pp | 1701.33%-1691.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $781 | $669+16.7% | $1,039-24.8% | $2,755-71.6% |
| Participant deferral / active EE | $2,031 | $1,226+65.6% | $1,952+4.0% | $4,296-52.7% |
| Admin fee / account holder | $49,968 | $2,428+1958.4% | $2,829+1666.4% | $6,918+622.3% |