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 4-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 | $28,961 | $214,378-86.5% | $200,582-85.6% | $142,382-79.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 10.27% | 46.41%-36.1pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,456 | $6,841-78.7% | $6,419-77.3% | $4,299-66.1% |
| Participant deferral / active EE | $3,183 | $9,865-67.7% | $9,331-65.9% | $6,507-51.1% |
| Admin fee / account holder | $30,811 | $17,692+74.1% | $16,305+89.0% | $12,624+144.1% |