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 | $52,773 | $51,576+2.3% | $129,207-59.2% | $80,856-34.7% |
| Participation rate | 36.0% | 57.0%-21.0pp | 69.6%-33.6pp | 67.6%-31.6pp |
| Annual return | 8.19% | 20.81%-12.6pp | 9417.33%-9409.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,030 | $1,584-35.0% | $4,153-75.2% | $2,755-62.6% |
| Participant deferral / active EE | $2,317 | $2,669-13.2% | $4,168-44.4% | $4,296-46.1% |
| Admin fee / account holder | $8,765 | $4,305+103.6% | $7,715+13.6% | $6,918+26.7% |