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 | $48,225 | $111,724-56.8% | $93,606-48.5% | $145,922-67.0% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 7.60% | 202.98%-195.4pp | 133.20%-125.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,166 | $3,090-29.9% | $2,420-10.5% | $4,660-53.5% |
| Participant deferral / active EE | $5,914 | $4,912+20.4% | $4,411+34.1% | $6,688-11.6% |
| Admin fee / account holder | $17,537 | $10,250+71.1% | $8,285+111.7% | $13,397+30.9% |