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 | $39,949 | $102,317-61.0% | $146,958-72.8% | $80,856-50.6% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.2%-21.4pp | 67.6%-6.9pp |
| Annual return | 10.17% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,257 | $3,713-66.2% | $4,933-74.5% | $2,755-54.4% |
| Participant deferral / active EE | $3,800 | $6,644-42.8% | $8,070-52.9% | $4,296-11.5% |
| Admin fee / account holder | $4,171 | $7,941-47.5% | $12,998-67.9% | $6,918-39.7% |