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 9-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 | $22,927 | $27,915-17.9% | $58,482-60.8% | $75,163-69.5% |
| Participation rate | 19.2% | 38.8%-19.7pp | 50.9%-31.7pp | 67.2%-48.0pp |
| Annual return | 14.48% | 44.20%-29.7pp | 4239.32%-4224.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $738 | $669+10.4% | $1,053-29.9% | $2,670-72.3% |
| Participant deferral / active EE | $866 | $1,201-27.9% | $1,924-55.0% | $4,125-79.0% |
| Admin fee / account holder | $3,551 | $1,726+105.7% | $2,516+41.1% | $5,651-37.2% |