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 | $30,182 | $106,515-71.7% | $96,683-68.8% | $139,434-78.4% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 7.66% | 38.43%-30.8pp | 35.69%-28.0pp | 372.94%-365.3pp |
| Employer contribution / active EE | $1,705 | $4,103-58.4% | $3,737-54.4% | $4,751-64.1% |
| Participant deferral / active EE | $1,716 | $5,454-68.5% | $4,878-64.8% | $6,710-74.4% |
| Admin fee / account holder | $17,813 | $7,877+126.1% | $6,730+164.7% | $11,403+56.2% |