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 6-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 | $43,146 | $99,985-56.8% | $146,665-70.6% | $85,850-49.7% |
| Participation rate | 26.5% | 73.1%-46.6pp | 80.1%-53.6pp | 69.3%-42.8pp |
| Annual return | 10.36% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $938 | $2,559-63.3% | $4,136-77.3% | $2,565-63.4% |
| Participant deferral / active EE | $2,673 | $4,006-33.3% | $5,506-51.5% | $3,952-32.4% |
| Admin fee / account holder | $9,397 | $7,702+22.0% | $10,280-8.6% | $6,260+50.1% |