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 | $50,674 | $69,362-26.9% | $101,248-50.0% | $73,488-31.0% |
| Participation rate | 11.9% | 68.4%-56.5pp | 75.8%-63.9pp | 70.7%-58.8pp |
| Annual return | 9.71% | 18.46%-8.7pp | 46.47%-36.8pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,159 | $2,628-55.9% | $3,660-68.3% | $2,270-48.9% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $315 | $704-55.2% | $5,945-94.7% | $513-38.6% |