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 10-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 | $37,556 | $85,202-55.9% | $172,739-78.3% | $72,985-48.5% |
| Participation rate | 53.3% | 70.1%-16.7pp | 82.6%-29.3pp | 69.5%-16.2pp |
| Annual return | 15.88% | 27.32%-11.4pp | 802.84%-787.0pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,555 | $3,324-53.2% | $5,143-69.8% | $2,440-36.3% |
| Participant deferral / active EE | $2,765 | $3,260-15.2% | $5,198-46.8% | $3,607-23.3% |
| Admin fee / account holder | $2,438 | $5,884-58.6% | $13,954-82.5% | $5,124-52.4% |