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 | $44,404 | $91,190-51.3% | $178,490-75.1% | $79,858-44.4% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 4.35% | 24.19%-19.8pp | 151.07%-146.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,277 | $3,256-60.8% | $5,011-74.5% | $2,471-48.3% |
| Participant deferral / active EE | $2,172 | $3,236-32.9% | $5,202-58.2% | $3,740-41.9% |
| Admin fee / account holder | $123,679 | $6,751+1732.0% | $13,984+784.4% | $5,306+2230.8% |