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 | $56,071 | $93,571-40.1% | $135,903-58.7% | $75,163-25.4% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 11.65% | 30.90%-19.2pp | 68.23%-56.6pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,839 | $3,537-48.0% | $4,856-62.1% | $2,670-31.1% |
| Participant deferral / active EE | $4,518 | $6,404-29.5% | $7,758-41.8% | $4,125+9.5% |
| Admin fee / account holder | $3,308 | $6,975-52.6% | $10,762-69.3% | $5,651-41.5% |