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 | $11,581 | $70,756-83.6% | $65,493-82.3% | $142,382-91.9% |
| Participation rate | 41.7% | 77.4%-35.7pp | 73.1%-31.4pp | 80.1%-38.5pp |
| Annual return | 10.08% | 1754.89%-1744.8pp | 982.45%-972.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $432 | $2,881-85.0% | $2,574-83.2% | $4,299-90.0% |
| Participant deferral / active EE | $898 | $4,637-80.6% | $3,961-77.3% | $6,507-86.2% |
| Admin fee / account holder | $9,274 | $6,559+41.4% | $5,028+84.4% | $12,624-26.5% |