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 | $55,250 | $74,927-26.3% | $101,794-45.7% | $84,808-34.9% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.2%-49.2pp | 68.3%-48.3pp |
| Annual return | 10.43% | 18.70%-8.3pp | 30.53%-20.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $641 | $1,522-57.9% | $2,289-72.0% | $2,631-75.6% |
| Participant deferral / active EE | $1,297 | $3,099-58.1% | $4,084-68.2% | $4,212-69.2% |
| Admin fee / account holder | $859 | $6,514-86.8% | $8,777-90.2% | $7,344-88.3% |