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 | $22,022 | $31,310-29.7% | $53,898-59.1% | $74,304-70.4% |
| Participation rate | 51.0% | 30.7%+20.3pp | 55.0%-4.0pp | 60.3%-9.3pp |
| Annual return | 11.88% | 23.16%-11.3pp | 528.60%-516.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $599 | $934-35.8% | $1,826-67.2% | $3,767-84.1% |
| Admin fee / account holder | $2,300 | $2,175+5.7% | $2,491-7.7% | $2,969-22.5% |