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 | $78,921 | $111,754-29.4% | $103,333-23.6% | $145,922-45.9% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 2.61% | 24.77%-22.2pp | 24.88%-22.3pp | 561.29%-558.7pp |
| Employer contribution / active EE | $1,169 | $4,212-72.2% | $3,868-69.8% | $4,660-74.9% |
| Participant deferral / active EE | $4,105 | $5,619-26.9% | $5,057-18.8% | $6,688-38.6% |
| Admin fee / account holder | $2,985 | $9,750-69.4% | $8,355-64.3% | $13,397-77.7% |