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 | $64,925 | $71,050-8.6% | $93,606-30.6% | $80,856-19.7% |
| Participation rate | 51.4% | 60.4%-9.0pp | 68.7%-17.3pp | 67.6%-16.2pp |
| Annual return | 4.85% | 11.26%-6.4pp | 133.20%-128.3pp | 35.59%-30.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,456 | $4,034+10.5% | $4,411+1.0% | $4,296+3.7% |
| Admin fee / account holder | $739 | $6,945-89.4% | $8,285-91.1% | $6,918-89.3% |