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 4-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 | $21,667 | $27,915-22.4% | $58,482-63.0% | $75,163-71.2% |
| Participation rate | 17.6% | 38.8%-21.2pp | 50.9%-33.2pp | 67.2%-49.5pp |
| Annual return | 11.10% | 44.20%-33.1pp | 4239.32%-4228.2pp | 160.62%-149.5pp |
| Employer contribution / active EE | $336 | $669-49.8% | $1,053-68.1% | $2,670-87.4% |
| Participant deferral / active EE | $922 | $1,201-23.2% | $1,924-52.1% | $4,125-77.6% |
| Admin fee / account holder | $23,708 | $1,726+1273.8% | $2,516+842.3% | $5,651+319.5% |