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 | $52,793 | $165,912-68.2% | $122,332-56.8% | $147,584-64.2% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 1.32% | 34.55%-33.2pp | 30.27%-29.0pp | 578.55%-577.2pp |
| Employer contribution / active EE | $849 | $5,754-85.2% | $4,050-79.0% | $4,876-82.6% |
| Participant deferral / active EE | $1,228 | $4,005-69.3% | $3,287-62.6% | $5,439-77.4% |
| Admin fee / account holder | $376 | $7,424-94.9% | $5,478-93.1% | $10,885-96.5% |