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 7-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 | $23,396 | $54,705-57.2% | $71,209-67.1% | $84,808-72.4% |
| Participation rate | 0.0% | 64.1%-64.1pp | 73.8%-73.8pp | 68.3%-68.3pp |
| Annual return | 2.37% | 35.90%-33.5pp | 282.51%-280.1pp | 40.90%-38.5pp |
| Employer contribution / active EE | $506 | $2,158-76.6% | $2,721-81.4% | $2,631-80.8% |
| Participant deferral / active EE | $1,056 | $3,030-65.2% | $4,175-74.7% | $4,212-74.9% |
| Admin fee / account holder | $1,118,631 | $4,863+22900.8% | $5,349+20813.8% | $7,344+15132.4% |