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 9-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 | $41,883 | $109,881-61.9% | $150,045-72.1% | $84,808-50.6% |
| Participation rate | 62.3% | 76.1%-13.8pp | 82.3%-20.0pp | 68.3%-6.0pp |
| Annual return | 13.30% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,180 | $3,561-66.9% | $4,693-74.9% | $2,631-55.2% |
| Participant deferral / active EE | $3,935 | $6,636-40.7% | $7,997-50.8% | $4,212-6.6% |
| Admin fee / account holder | $1,137 | $8,568-86.7% | $13,435-91.5% | $7,344-84.5% |