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 | $35,715 | $64,324-44.5% | $118,925-70.0% | $79,858-55.3% |
| Participation rate | 53.8% | 64.9%-11.0pp | 75.4%-21.5pp | 69.6%-15.8pp |
| Annual return | 7.55% | 86.45%-78.9pp | 35.88%-28.3pp | 31.71%-24.2pp |
| Employer contribution / active EE | $846 | $1,836-53.9% | $3,263-74.1% | $2,471-65.8% |
| Participant deferral / active EE | $1,566 | $2,824-44.5% | $4,265-63.3% | $3,740-58.1% |
| Admin fee / account holder | $2,474 | $4,040-38.8% | $6,581-62.4% | $5,306-53.4% |