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 6-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 | $44,992 | $159,901-71.9% | $146,958-69.4% | $145,922-69.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 1.31% | 98.13%-96.8pp | 418.34%-417.0pp | 561.29%-560.0pp |
| Employer contribution / active EE | $2,189 | $5,286-58.6% | $4,933-55.6% | $4,660-53.0% |
| Participant deferral / active EE | $2,736 | $8,428-67.5% | $8,070-66.1% | $6,688-59.1% |
| Admin fee / account holder | $2,204 | $15,044-85.3% | $12,998-83.0% | $13,397-83.5% |