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 8-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 | $17,854 | $90,348-80.2% | $75,972-76.5% | $145,922-87.8% |
| Participation rate | 46.2% | 74.5%-28.3pp | 69.1%-22.9pp | 80.3%-34.1pp |
| Annual return | 7.61% | 620.88%-613.3pp | 359.55%-351.9pp | 561.29%-553.7pp |
| Employer contribution / active EE | $666 | $3,311-79.9% | $2,685-75.2% | $4,660-85.7% |
| Participant deferral / active EE | $1,176 | $5,162-77.2% | $4,255-72.4% | $6,688-82.4% |
| Admin fee / account holder | $6,537 | $8,467-22.8% | $6,467+1.1% | $13,397-51.2% |