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 10-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 | $18,980 | $105,126-81.9% | $94,646-79.9% | $139,434-86.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 6.46% | 38.03%-31.6pp | 156.71%-150.2pp | 372.94%-366.5pp |
| Employer contribution / active EE | $2,337 | $4,106-43.1% | $3,672-36.4% | $4,751-50.8% |
| Participant deferral / active EE | $3,263 | $7,599-57.1% | $7,418-56.0% | $6,710-51.4% |
| Admin fee / account holder | $118,551 | $8,984+1219.6% | $7,231+1539.5% | $11,403+939.7% |