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 6-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 | $41,085 | $74,927-45.2% | $101,794-59.6% | $84,808-51.6% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 10.30% | 18.70%-8.4pp | 30.53%-20.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,509 | $1,522-0.9% | $2,289-34.1% | $2,631-42.7% |
| Participant deferral / active EE | $3,873 | $3,099+25.0% | $4,084-5.2% | $4,212-8.0% |
| Admin fee / account holder | $9,235 | $6,514+41.8% | $8,777+5.2% | $7,344+25.8% |