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 | $53,609 | $100,852-46.8% | $90,404-40.7% | $158,922-66.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 3.30% | 1724.20%-1720.9pp | 1293.02%-1289.7pp | 302.83%-299.5pp |
| Employer contribution / active EE | $3,042 | $3,689-17.5% | $3,262-6.7% | $4,761-36.1% |
| Participant deferral / active EE | $3,956 | $4,348-9.0% | $3,963-0.2% | $5,982-33.9% |
| Admin fee / account holder | $7,931 | $6,501+22.0% | $5,611+41.4% | $11,246-29.5% |