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 8-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 | $34,828 | $99,985-65.2% | $146,665-76.3% | $85,850-59.4% |
| Participation rate | 64.3% | 73.1%-8.8pp | 80.1%-15.8pp | 69.3%-5.0pp |
| Annual return | 9.27% | 18.93%-9.7pp | 22.74%-13.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $2,347 | $2,559-8.3% | $4,136-43.3% | $2,565-8.5% |
| Participant deferral / active EE | $4,382 | $4,006+9.4% | $5,506-20.4% | $3,952+10.9% |
| Admin fee / account holder | $323 | $7,702-95.8% | $10,280-96.9% | $6,260-94.8% |