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 3-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 | $35,110 | $59,417-40.9% | $93,606-62.5% | $74,495-52.9% |
| Participation rate | 47.3% | 59.7%-12.4pp | 68.7%-21.4pp | 67.2%-19.9pp |
| Annual return | 5.23% | 81.83%-76.6pp | 133.20%-128.0pp | 1364.94%-1359.7pp |
| Employer contribution / active EE | $2,555 | $1,264+102.2% | $2,420+5.6% | $2,623-2.6% |
| Participant deferral / active EE | $4,627 | $3,050+51.7% | $4,411+4.9% | $4,346+6.5% |
| Admin fee / account holder | $6,508 | $3,021+115.4% | $8,285-21.5% | $1,942+235.1% |