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 | $18,100 | $106,584-83.0% | $101,326-82.1% | $142,382-87.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 9.48% | 36.93%-27.4pp | 36.82%-27.3pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,423 | $3,956-38.7% | $3,665-33.9% | $4,299-43.6% |
| Participant deferral / active EE | $5,597 | $8,297-32.5% | $7,994-30.0% | $6,507-14.0% |
| Admin fee / account holder | $13,678 | $11,446+19.5% | $11,185+22.3% | $12,624+8.3% |