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 8-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 | $51,241 | $78,672-34.9% | $109,143-53.1% | $85,850-40.3% |
| Participation rate | 31.7% | 68.3%-36.6pp | 75.9%-44.2pp | 69.3%-37.6pp |
| Annual return | 8.32% | 25.09%-16.8pp | 25.75%-17.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $720 | $2,735-73.7% | $3,722-80.7% | $2,565-71.9% |
| Participant deferral / active EE | $1,476 | $3,467-57.4% | $4,653-68.3% | $3,952-62.7% |
| Admin fee / account holder | $888 | $5,469-83.8% | $6,752-86.8% | $6,260-85.8% |