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 7-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 | $33,511 | $30,400+10.2% | $53,898-37.8% | $84,808-60.5% |
| Participation rate | 40.9% | 46.4%-5.5pp | 55.0%-14.1pp | 68.3%-27.4pp |
| Annual return | 13.16% | 500.19%-487.0pp | 528.60%-515.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,592 | $603+164.2% | $932+70.8% | $2,631-39.5% |
| Participant deferral / active EE | $2,380 | $1,199+98.5% | $1,826+30.3% | $4,212-43.5% |
| Admin fee / account holder | $16,688 | $1,993+737.2% | $2,491+570.0% | $7,344+127.2% |