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 | $84,983 | $69,207+22.8% | $64,056+32.7% | $139,434-39.1% |
| Participation rate | 47.4% | 75.6%-28.2pp | 72.3%-24.9pp | 80.3%-33.0pp |
| Annual return | 5.14% | 45.88%-40.7pp | 33.69%-28.5pp | 372.94%-367.8pp |
| Employer contribution / active EE | $2,705 | $3,182-15.0% | $2,747-1.5% | $4,751-43.1% |
| Participant deferral / active EE | $2,705 | $4,682-42.2% | $3,880-30.3% | $6,710-59.7% |
| Admin fee / account holder | $2,033 | $4,244-52.1% | $3,068-33.7% | $11,403-82.2% |