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 | $77,216 | $91,552-15.7% | $133,956-42.4% | $79,858-3.3% |
| Participation rate | 57.9% | 73.3%-15.5pp | 79.8%-21.9pp | 69.6%-11.7pp |
| Annual return | 4.85% | 61.85%-57.0pp | 45.09%-40.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,118 | $3,733-43.3% | $5,048-58.0% | $3,740-43.4% |
| Admin fee / account holder | $21,213 | $6,321+235.6% | $8,927+137.6% | $5,306+299.8% |