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 | $15,084 | $27,915-46.0% | $58,482-74.2% | $75,163-79.9% |
| Participation rate | 64.9% | 38.8%+26.0pp | 50.9%+14.0pp | 67.2%-2.3pp |
| Annual return | 15.03% | 44.20%-29.2pp | 4239.32%-4224.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $973 | $669+45.4% | $1,053-7.6% | $2,670-63.6% |
| Participant deferral / active EE | $2,323 | $1,201+93.4% | $1,924+20.7% | $4,125-43.7% |
| Admin fee / account holder | $987 | $1,726-42.8% | $2,516-60.8% | $5,651-82.5% |