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 8-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 | $13,830 | $102,966-86.6% | $90,281-84.7% | $152,861-91.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 9.83% | 95.16%-85.3pp | 78.10%-68.3pp | 345.32%-335.5pp |
| Employer contribution / active EE | $800 | $3,139-74.5% | $2,854-72.0% | $4,762-83.2% |
| Participant deferral / active EE | $800 | $4,281-81.3% | $3,885-79.4% | $5,850-86.3% |
| Admin fee / account holder | $887 | $6,171-85.6% | $5,351-83.4% | $11,596-92.4% |