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 8-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 | $45,445 | $127,065-64.2% | $113,168-59.8% | $142,382-68.1% |
| Participation rate | 34.8% | 79.2%-44.4pp | 76.6%-41.8pp | 80.1%-45.3pp |
| Annual return | 9.35% | 24.03%-14.7pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,264 | $3,442-63.3% | $2,975-57.5% | $4,299-70.6% |
| Participant deferral / active EE | $2,778 | $5,716-51.4% | $5,107-45.6% | $6,507-57.3% |
| Admin fee / account holder | $23,626 | $15,736+50.1% | $12,068+95.8% | $12,624+87.2% |