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 | $52,271 | $57,281-8.7% | $86,612-39.6% | $75,163-30.5% |
| Participation rate | 65.5% | 63.2%+2.3pp | 71.7%-6.2pp | 67.2%-1.7pp |
| Annual return | 4.21% | 2670.75%-2666.5pp | 591.07%-586.9pp | 160.62%-156.4pp |
| Employer contribution / active EE | $1,034 | $2,314-55.3% | $3,022-65.8% | $2,670-61.3% |
| Participant deferral / active EE | $4,102 | $3,318+23.6% | $4,438-7.6% | $4,125-0.6% |
| Admin fee / account holder | $3,087 | $4,112-24.9% | $5,614-45.0% | $5,651-45.4% |