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 | $24,829 | $148,534-83.3% | $135,903-81.7% | $139,434-82.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.74% | 79.19%-69.4pp | 68.23%-58.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,600 | $5,243-69.5% | $4,856-67.1% | $4,751-66.3% |
| Participant deferral / active EE | $4,080 | $8,100-49.6% | $7,758-47.4% | $6,710-39.2% |
| Admin fee / account holder | $3,831 | $12,400-69.1% | $10,762-64.4% | $11,403-66.4% |