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 | $49,996 | $58,208-14.1% | $81,812-38.9% | $80,856-38.2% |
| Participation rate | 37.9% | 63.4%-25.5pp | 72.3%-34.4pp | 67.6%-29.7pp |
| Annual return | 10.55% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,037 | $2,340-55.7% | $2,912-64.4% | $2,755-62.4% |
| Participant deferral / active EE | $1,894 | $3,281-42.3% | $4,319-56.2% | $4,296-55.9% |
| Admin fee / account holder | $4,714 | $4,981-5.4% | $7,386-36.2% | $6,918-31.9% |