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 | $35,829 | $107,934-66.8% | $91,989-61.1% | $152,861-76.6% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 2.56% | 89.24%-86.7pp | 69.02%-66.5pp | 345.32%-342.8pp |
| Employer contribution / active EE | $2,038 | $4,210-51.6% | $3,452-41.0% | $4,762-57.2% |
| Participant deferral / active EE | $2,547 | $6,364-60.0% | $5,923-57.0% | $5,850-56.5% |
| Admin fee / account holder | $449 | $10,520-95.7% | $7,743-94.2% | $11,596-96.1% |