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 10-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 | $43,139 | $102,317-57.8% | $146,958-70.6% | $80,856-46.6% |
| Participation rate | 62.7% | 75.8%-13.1pp | 82.2%-19.4pp | 67.6%-4.9pp |
| Annual return | 10.58% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,402 | $3,713-62.2% | $4,933-71.6% | $2,755-49.1% |
| Participant deferral / active EE | $2,633 | $6,644-60.4% | $8,070-67.4% | $4,296-38.7% |
| Admin fee / account holder | $2,542 | $7,941-68.0% | $12,998-80.4% | $6,918-63.3% |