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 7-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 | $74,379 | $58,208+27.8% | $81,812-9.1% | $80,856-8.0% |
| Participation rate | 37.1% | 63.4%-26.3pp | 72.3%-35.2pp | 67.6%-30.5pp |
| Annual return | 9.49% | 41.66%-32.2pp | 773.79%-764.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,205 | $2,340-48.5% | $2,912-58.6% | $2,755-56.3% |
| Participant deferral / active EE | $2,509 | $3,281-23.5% | $4,319-41.9% | $4,296-41.6% |
| Admin fee / account holder | $549 | $4,981-89.0% | $7,386-92.6% | $6,918-92.1% |