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 | $41,445 | $60,124-31.1% | $90,404-54.2% | $79,858-48.1% |
| Participation rate | 63.2% | 65.0%-1.8pp | 72.7%-9.5pp | 69.6%-6.5pp |
| Annual return | 8.61% | 71.94%-63.3pp | 1293.02%-1284.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,318 | $2,068-36.3% | $3,262-59.6% | $2,471-46.7% |
| Participant deferral / active EE | $4,350 | $2,938+48.1% | $3,963+9.8% | $3,740+16.3% |
| Admin fee / account holder | $4,854 | $3,976+22.1% | $5,611-13.5% | $5,306-8.5% |