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 3-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 | $38,003 | $158,398-76.0% | $126,539-70.0% | $142,382-73.3% |
| Participation rate | 53.3% | 75.8%-22.5pp | 69.8%-16.5pp | 80.1%-26.8pp |
| Annual return | 4.11% | 593.76%-589.6pp | 425.95%-421.8pp | 217.08%-213.0pp |
| Employer contribution / active EE | $1,100 | $4,650-76.3% | $3,674-70.1% | $4,299-74.4% |
| Participant deferral / active EE | $8,490 | $4,767+78.1% | $4,083+108.0% | $6,507+30.5% |
| Admin fee / account holder | $444 | $6,918-93.6% | $6,065-92.7% | $12,624-96.5% |