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 9-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 | $8,825 | $72,400-87.8% | $67,502-86.9% | $145,922-94.0% |
| Participation rate | 55.0% | 76.9%-21.9pp | 72.9%-17.9pp | 80.3%-25.3pp |
| Annual return | 9.01% | 7182.46%-7173.5pp | 3512.12%-3503.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,188 | $3,069-61.3% | $2,731-56.5% | $4,660-74.5% |
| Participant deferral / active EE | $2,217 | $4,783-53.6% | $4,000-44.6% | $6,688-66.8% |
| Admin fee / account holder | $4,198 | $5,539-24.2% | $3,998+5.0% | $13,397-68.7% |