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 | $33,924 | $102,317-66.8% | $146,958-76.9% | $80,856-58.0% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 9.36% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,804 | $6,644-12.6% | $8,070-28.1% | $4,296+35.1% |
| Admin fee / account holder | $2,173 | $7,941-72.6% | $12,998-83.3% | $6,918-68.6% |