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 | $45,417 | $112,096-59.5% | $95,952-52.7% | $158,922-71.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 6.14% | 171.09%-165.0pp | 91.61%-85.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,452 | $3,198-54.6% | $2,541-42.8% | $4,761-69.5% |
| Participant deferral / active EE | $6,567 | $4,784+37.3% | $4,167+57.6% | $5,982+9.8% |
| Admin fee / account holder | $4,202 | $10,130-58.5% | $6,795-38.2% | $11,246-62.6% |