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 | $44,425 | $41,078+8.1% | $80,569-44.9% | $71,457-37.8% |
| Participation rate | 10.7% | 50.2%-39.6pp | 67.0%-56.3pp | 67.9%-57.3pp |
| Annual return | 3.85% | 38.45%-34.6pp | 935.43%-931.6pp | 28.85%-25.0pp |
| Employer contribution / active EE | $297 | $1,506-80.2% | $2,723-89.1% | $2,588-88.5% |
| Participant deferral / active EE | $625 | $2,699-76.9% | $4,447-86.0% | $4,289-85.4% |
| Admin fee / account holder | $331,938 | $1,840+17935.4% | $5,377+6073.1% | $1,587+20812.0% |