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 | $18,535 | $109,327-83.0% | $89,391-79.3% | $158,922-88.3% |
| Participation rate | 29.2% | 74.3%-45.1pp | 68.0%-38.8pp | 82.0%-52.8pp |
| Annual return | 0.21% | 345.68%-345.5pp | 245.62%-245.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $588 | $3,170-81.4% | $2,586-77.2% | $4,761-87.6% |
| Participant deferral / active EE | $2,128 | $4,598-53.7% | $3,890-45.3% | $5,982-64.4% |
| Admin fee / account holder | $34,929 | $6,153+467.7% | $4,881+615.6% | $11,246+210.6% |