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 6-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 | $44,388 | $109,413-59.4% | $156,263-71.6% | $84,808-47.7% |
| Participation rate | 60.5% | 72.7%-12.2pp | 78.9%-18.4pp | 68.3%-7.8pp |
| Annual return | 10.34% | 20.18%-9.8pp | 59.47%-49.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,780 | $2,907-38.8% | $4,333-58.9% | $2,631-32.3% |
| Participant deferral / active EE | $3,599 | $4,590-21.6% | $6,158-41.6% | $4,212-14.5% |
| Admin fee / account holder | $6,956 | $9,357-25.7% | $14,255-51.2% | $7,344-5.3% |