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 | $26,899 | $183,519-85.3% | $155,509-82.7% | $145,922-81.6% |
| Participation rate | 7.1% | 82.7%-75.5pp | 78.2%-71.0pp | 80.3%-73.1pp |
| Annual return | 6.53% | 61.17%-54.6pp | 64.67%-58.1pp | 561.29%-554.8pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,863 | $6,462-71.2% | $5,626-66.9% | $6,688-72.1% |
| Admin fee / account holder | $23,252 | $19,313+20.4% | $15,912+46.1% | $13,397+73.6% |