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 | $24,527 | $89,753-72.7% | $107,525-77.2% | $84,808-71.1% |
| Participation rate | 63.6% | 68.1%-4.4pp | 75.1%-11.4pp | 68.3%-4.7pp |
| Annual return | 10.92% | 29.48%-18.6pp | 181.32%-170.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,707 | $3,113-45.2% | $3,754-54.5% | $2,631-35.1% |
| Participant deferral / active EE | $3,907 | $4,056-3.7% | $5,116-23.6% | $4,212-7.2% |
| Admin fee / account holder | $3,386 | $7,222-53.1% | $8,919-62.0% | $7,344-53.9% |