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 | $44,390 | $96,635-54.1% | $86,612-48.7% | $139,434-68.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 6.38% | 106.41%-100.0pp | 591.07%-584.7pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,500 | $3,263-54.0% | $3,022-50.4% | $4,751-68.4% |
| Participant deferral / active EE | $2,500 | $4,836-48.3% | $4,438-43.7% | $6,710-62.7% |
| Admin fee / account holder | $664 | $6,408-89.6% | $5,614-88.2% | $11,403-94.2% |