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 6-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 | $32,459 | $83,902-61.3% | $167,512-80.6% | $84,808-61.7% |
| Participation rate | 24.0% | 66.5%-42.5pp | 77.1%-53.1pp | 68.3%-44.3pp |
| Annual return | 12.23% | 91.55%-79.3pp | 1615.79%-1603.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,221 | $4,442-50.0% | $6,405-65.3% | $4,212-47.3% |
| Admin fee / account holder | $27,932 | $7,915+252.9% | $9,769+185.9% | $7,344+280.3% |