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 7-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 | $31,756 | $103,376-69.3% | $87,100-63.5% | $152,861-79.2% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 9.90% | 28.10%-18.2pp | 28.19%-18.3pp | 345.32%-335.4pp |
| Employer contribution / active EE | $1,397 | $3,220-56.6% | $2,521-44.6% | $4,762-70.7% |
| Participant deferral / active EE | $2,991 | $4,778-37.4% | $4,049-26.1% | $5,850-48.9% |
| Admin fee / account holder | $53,876 | $12,205+341.4% | $7,497+618.7% | $11,596+364.6% |