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 | $12,852 | $96,635-86.7% | $86,612-85.2% | $139,434-90.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.12% | 106.41%-96.3pp | 591.07%-581.0pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,049 | $3,263-67.8% | $3,022-65.3% | $4,751-77.9% |
| Participant deferral / active EE | $3,460 | $4,836-28.4% | $4,438-22.0% | $6,710-48.4% |
| Admin fee / account holder | $14,762 | $6,408+130.4% | $5,614+162.9% | $11,403+29.5% |