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 | $28,814 | $135,952-78.8% | $123,892-76.7% | $273,961-89.5% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 3.60% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,846 | $6,343-23.6% | $5,984-19.0% | $5,287-8.3% |
| Admin fee / account holder | $6,079 | $9,817-38.1% | $8,357-27.3% | $10,132-40.0% |