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 | $68,482 | $78,672-13.0% | $109,143-37.3% | $85,850-20.2% |
| Participation rate | 23.7% | 68.3%-44.6pp | 75.9%-52.2pp | 69.3%-45.6pp |
| Annual return | 9.04% | 25.09%-16.0pp | 25.75%-16.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $2,614 | $2,735-4.4% | $3,722-29.8% | $2,565+1.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $718 | $5,469-86.9% | $6,752-89.4% | $6,260-88.5% |