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 | $33,274 | $58,208-42.8% | $81,812-59.3% | $80,856-58.8% |
| Participation rate | 47.2% | 63.4%-16.2pp | 72.3%-25.1pp | 67.6%-20.4pp |
| Annual return | 9.57% | 41.66%-32.1pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $462 | $2,340-80.3% | $2,912-84.1% | $2,755-83.2% |
| Participant deferral / active EE | $1,449 | $3,281-55.8% | $4,319-66.4% | $4,296-66.3% |
| Admin fee / account holder | $5,817 | $4,981+16.8% | $7,386-21.2% | $6,918-15.9% |