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 | $22,467 | $60,124-62.6% | $90,404-75.1% | $79,858-71.9% |
| Participation rate | 56.6% | 65.0%-8.4pp | 72.7%-16.1pp | 69.6%-13.0pp |
| Annual return | 4.32% | 71.94%-67.6pp | 1293.02%-1288.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,115 | $2,938-62.0% | $3,963-71.9% | $3,740-70.2% |
| Admin fee / account holder | $6,461 | $3,976+62.5% | $5,611+15.2% | $5,306+21.8% |