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 | $72,482 | $60,022+20.8% | $88,946-18.5% | $84,808-14.5% |
| Participation rate | 40.0% | 57.8%-17.8pp | 68.8%-28.8pp | 68.3%-28.3pp |
| Annual return | 11.77% | 22.43%-10.7pp | 57.82%-46.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,763 | $3,114+117.2% | $4,581+47.6% | $4,212+60.6% |
| Admin fee / account holder | $18,151 | $4,811+277.3% | $8,261+119.7% | $7,344+147.2% |