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 | $25,385 | $81,248-68.8% | $155,509-83.7% | $80,856-68.6% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.0pp | 67.6%-10.5pp |
| Annual return | 9.56% | 33.31%-23.8pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $508 | $3,100-83.6% | $4,672-89.1% | $2,755-81.6% |
| Participant deferral / active EE | $909 | $3,452-73.7% | $5,626-83.8% | $4,296-78.8% |
| Admin fee / account holder | $6,608 | $7,997-17.4% | $15,912-58.5% | $6,918-4.5% |