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 | $12,574 | $30,400-58.6% | $53,898-76.7% | $84,808-85.2% |
| Participation rate | 39.3% | 46.4%-7.2pp | 55.0%-15.7pp | 68.3%-29.0pp |
| Annual return | 12.77% | 500.19%-487.4pp | 528.60%-515.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $697 | $603+15.7% | $932-25.2% | $2,631-73.5% |
| Participant deferral / active EE | $2,893 | $1,199+141.4% | $1,826+58.4% | $4,212-31.3% |
| Admin fee / account holder | $39,913 | $1,993+1902.3% | $2,491+1502.4% | $7,344+443.5% |