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 | $30,059 | $100,773-70.2% | $88,946-66.2% | $142,382-78.9% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.8%-15.9pp | 80.1%-27.2pp |
| Annual return | 8.73% | 70.18%-61.5pp | 57.82%-49.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,583 | $2,918-45.7% | $2,555-38.0% | $4,299-63.2% |
| Participant deferral / active EE | $1,534 | $5,230-70.7% | $4,581-66.5% | $6,507-76.4% |
| Admin fee / account holder | $36,069 | $9,693+272.1% | $8,261+336.6% | $12,624+185.7% |