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 | $45,014 | $53,516-15.9% | $126,539-64.4% | $84,808-46.9% |
| Participation rate | 37.0% | 58.2%-21.3pp | 69.8%-32.9pp | 68.3%-31.4pp |
| Annual return | 11.56% | 58.34%-46.8pp | 425.95%-414.4pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,102 | $1,535-28.2% | $3,674-70.0% | $2,631-58.1% |
| Participant deferral / active EE | $2,579 | $2,671-3.4% | $4,083-36.8% | $4,212-38.8% |
| Admin fee / account holder | $22,574 | $4,497+402.0% | $6,065+272.2% | $7,344+207.4% |