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 8-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 | $86,389 | $98,750-12.5% | $149,696-42.3% | $79,858+8.2% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.5%-43.2pp | 69.6%-30.3pp |
| Annual return | 3.02% | 27.43%-24.4pp | 276.60%-273.6pp | 31.71%-28.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,706 | $5,680-17.1% | $6,842-31.2% | $3,740+25.8% |
| Admin fee / account holder | $3,908 | $6,053-35.4% | $9,309-58.0% | $5,306-26.3% |