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 | $72,113 | $90,348-20.2% | $75,972-5.1% | $145,922-50.6% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.1%-0.3pp | 80.3%-11.5pp |
| Annual return | 5.89% | 620.88%-615.0pp | 359.55%-353.7pp | 561.29%-555.4pp |
| Employer contribution / active EE | $810 | $3,311-75.5% | $2,685-69.8% | $4,660-82.6% |
| Participant deferral / active EE | $1,552 | $5,162-69.9% | $4,255-63.5% | $6,688-76.8% |
| Admin fee / account holder | $20,949 | $8,467+147.4% | $6,467+223.9% | $13,397+56.4% |