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 | $67,577 | $106,890-36.8% | $84,015-19.6% | $152,861-55.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 1.07% | 104.99%-103.9pp | 71.31%-70.2pp | 345.32%-344.3pp |
| Employer contribution / active EE | $1,258 | $2,734-54.0% | $1,983-36.6% | $4,762-73.6% |
| Participant deferral / active EE | $1,258 | $4,011-68.6% | $3,239-61.2% | $5,850-78.5% |
| Admin fee / account holder | $1,117 | $8,285-86.5% | $6,101-81.7% | $11,596-90.4% |