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 3-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 | $13,281 | $111,724-88.1% | $93,606-85.8% | $145,922-90.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 5.70% | 202.98%-197.3pp | 133.20%-127.5pp | 561.29%-555.6pp |
| Employer contribution / active EE | $1,075 | $3,090-65.2% | $2,420-55.6% | $4,660-76.9% |
| Participant deferral / active EE | $3,103 | $4,912-36.8% | $4,411-29.7% | $6,688-53.6% |
| Admin fee / account holder | $2,958 | $10,250-71.1% | $8,285-64.3% | $13,397-77.9% |