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 | $28,952 | $59,417-51.3% | $93,606-69.1% | $74,495-61.1% |
| Participation rate | 59.5% | 59.7%-0.1pp | 68.7%-9.2pp | 67.2%-7.7pp |
| Annual return | 8.52% | 81.83%-73.3pp | 133.20%-124.7pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $1,552 | $1,264+22.8% | $2,420-35.9% | $2,623-40.8% |
| Participant deferral / active EE | $2,713 | $3,050-11.1% | $4,411-38.5% | $4,346-37.6% |
| Admin fee / account holder | $2,969 | $3,021-1.7% | $8,285-64.2% | $1,942+52.9% |