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 8-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 | $28,742 | $80,717-64.4% | $154,803-81.4% | $84,808-66.1% |
| Participation rate | 65.2% | 66.8%-1.6pp | 78.1%-12.9pp | 68.3%-3.1pp |
| Annual return | 12.59% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,305 | $2,761-52.7% | $4,305-69.7% | $2,631-50.4% |
| Participant deferral / active EE | $2,196 | $3,303-33.5% | $5,540-60.4% | $4,212-47.9% |
| Admin fee / account holder | $3,265 | $6,746-51.6% | $14,329-77.2% | $7,344-55.5% |