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 | $36,221 | $24,733+46.4% | $69,647-48.0% | $74,495-51.4% |
| Participation rate | 50.5% | 63.5%-12.9pp | 66.5%-15.9pp | 67.2%-16.7pp |
| Annual return | 10.97% | 18.55%-7.6pp | 100.48%-89.5pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,346 | $1,001+34.5% | $1,712-21.4% | $2,623-48.7% |
| Participant deferral / active EE | $2,529 | $1,901+33.0% | $2,886-12.4% | $4,346-41.8% |
| Admin fee / account holder | $1,882 | $1,892-0.5% | $4,713-60.1% | $1,942-3.1% |