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 | $70,112 | $53,127+32.0% | $86,590-19.0% | $70,1310% |
| Participation rate | 54.7% | 65.3%-10.6pp | 73.5%-18.8pp | 69.5%-14.8pp |
| Annual return | 11.07% | 27.66%-16.6pp | 964.84%-953.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,482 | $2,068-28.3% | $2,839-47.8% | $2,342-36.7% |
| Participant deferral / active EE | $2,560 | $2,696-5.0% | $3,609-29.1% | $3,332-23.2% |
| Admin fee / account holder | $19,334 | $3,585+439.2% | $4,906+294.1% | $4,645+316.2% |