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 | $11,306 | $74,888-84.9% | $71,209-84.1% | $142,382-92.1% |
| Participation rate | 41.2% | 76.2%-35.0pp | 73.8%-32.6pp | 80.1%-38.9pp |
| Annual return | 10.46% | 345.14%-334.7pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $522 | $2,854-81.7% | $2,721-80.8% | $4,299-87.9% |
| Participant deferral / active EE | $2,063 | $4,454-53.7% | $4,175-50.6% | $6,507-68.3% |
| Admin fee / account holder | $10,394 | $5,568+86.7% | $5,349+94.3% | $12,624-17.7% |