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 4-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 | $38,729 | $177,572-78.2% | $154,803-75.0% | $142,382-72.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 6.95% | 65.07%-58.1pp | 58.88%-51.9pp | 217.08%-210.1pp |
| Employer contribution / active EE | $9,236 | $4,810+92.0% | $4,305+114.5% | $4,299+114.8% |
| Participant deferral / active EE | $9,467 | $6,272+50.9% | $5,540+70.9% | $6,507+45.5% |
| Admin fee / account holder | $43,701 | $16,786+160.3% | $14,329+205.0% | $12,624+246.2% |