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 7-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 | $24,105 | $102,616-76.5% | $81,983-70.6% | $158,922-84.8% |
| Participation rate | 65.2% | 75.5%-10.3pp | 69.2%-4.0pp | 82.0%-16.7pp |
| Annual return | 3.36% | 61.04%-57.7pp | 41.31%-37.9pp | 302.83%-299.5pp |
| Employer contribution / active EE | $2,599 | $3,240-19.8% | $2,498+4.1% | $4,761-45.4% |
| Participant deferral / active EE | $3,131 | $4,648-32.6% | $3,722-15.9% | $5,982-47.7% |
| Admin fee / account holder | $3,722 | $8,235-54.8% | $5,664-34.3% | $11,246-66.9% |