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 | $42,321 | $226,064-81.3% | $182,532-76.8% | $152,861-72.3% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.4%-13.2pp |
| Annual return | 2.03% | 192.51%-190.5pp | 148.54%-146.5pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,275 | $4,978-74.4% | $4,076-68.7% | $4,762-73.2% |
| Participant deferral / active EE | $2,381 | $6,368-62.6% | $5,524-56.9% | $5,850-59.3% |
| Admin fee / account holder | $11,561 | $10,703+8.0% | $8,592+34.6% | $11,596-0.3% |