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 | $60,079 | $74,927-19.8% | $101,794-41.0% | $84,808-29.2% |
| Participation rate | 44.7% | 61.4%-16.7pp | 69.2%-24.5pp | 68.3%-23.6pp |
| Annual return | 8.22% | 18.70%-10.5pp | 30.53%-22.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $390 | $1,522-74.4% | $2,289-82.9% | $2,631-85.2% |
| Participant deferral / active EE | $4,297 | $3,099+38.7% | $4,084+5.2% | $4,212+2.0% |
| Admin fee / account holder | $2,759 | $6,514-57.6% | $8,777-68.6% | $7,344-62.4% |