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 | $41,565 | $30,400+36.7% | $53,898-22.9% | $84,808-51.0% |
| Participation rate | 36.4% | 46.4%-10.1pp | 55.0%-18.6pp | 68.3%-31.9pp |
| Annual return | 11.57% | 500.19%-488.6pp | 528.60%-517.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,171 | $603+94.3% | $932+25.7% | $2,631-55.5% |
| Participant deferral / active EE | $2,680 | $1,199+123.6% | $1,826+46.7% | $4,212-36.4% |
| Admin fee / account holder | $3,869 | $1,993+94.1% | $2,491+55.3% | $7,344-47.3% |