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 9-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 | $48,925 | $49,173-0.5% | $121,098-59.6% | $75,163-34.9% |
| Participation rate | 32.1% | 55.4%-23.3pp | 69.5%-37.4pp | 67.2%-35.1pp |
| Annual return | 7.10% | 55.99%-48.9pp | 985.75%-978.6pp | 160.62%-153.5pp |
| Employer contribution / active EE | $882 | $1,546-42.9% | $4,164-78.8% | $2,670-67.0% |
| Participant deferral / active EE | $2,261 | $2,628-13.9% | $4,080-44.6% | $4,125-45.2% |
| Admin fee / account holder | $40,529 | $3,942+928.2% | $5,644+618.0% | $5,651+617.2% |