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 | $66,116 | $48,230+37.1% | $67,502-2.1% | $80,856-18.2% |
| Participation rate | 63.9% | 66.4%-2.5pp | 72.9%-9.0pp | 67.6%-3.7pp |
| Annual return | 10.85% | 18.28%-7.4pp | 3512.12%-3501.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,172 | $2,020-42.0% | $2,731-57.1% | $2,755-57.4% |
| Participant deferral / active EE | $2,067 | $2,924-29.3% | $4,000-48.3% | $4,296-51.9% |
| Admin fee / account holder | $10,583 | $3,681+187.5% | $3,998+164.7% | $6,918+53.0% |