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 | $33,446 | $102,317-67.3% | $146,958-77.2% | $80,856-58.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 11.58% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,643 | $3,713-55.7% | $4,933-66.7% | $2,755-40.4% |
| Participant deferral / active EE | $3,648 | $6,644-45.1% | $8,070-54.8% | $4,296-15.1% |
| Admin fee / account holder | $1,412 | $7,941-82.2% | $12,998-89.1% | $6,918-79.6% |