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 | $44,968 | $104,974-57.2% | $95,585-53.0% | $142,382-68.4% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 10.20% | 210.33%-200.1pp | 38.56%-28.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $901 | $2,779-67.6% | $2,527-64.3% | $4,299-79.0% |
| Participant deferral / active EE | $1,079 | $4,352-75.2% | $4,023-73.2% | $6,507-83.4% |
| Admin fee / account holder | $326 | $6,386-94.9% | $6,127-94.7% | $12,624-97.4% |