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 | $75,644 | $96,635-21.7% | $86,612-12.7% | $139,434-45.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 1.61% | 106.41%-104.8pp | 591.07%-589.5pp | 372.94%-371.3pp |
| Employer contribution / active EE | $2,809 | $3,263-13.9% | $3,022-7.0% | $4,751-40.9% |
| Participant deferral / active EE | $2,931 | $4,836-39.4% | $4,438-33.9% | $6,710-56.3% |
| Admin fee / account holder | $341 | $6,408-94.7% | $5,614-93.9% | $11,403-97.0% |