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 6-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 | $38,831 | $148,534-73.9% | $135,903-71.4% | $139,434-72.2% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 6.26% | 79.19%-72.9pp | 68.23%-62.0pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,669 | $5,243-68.2% | $4,856-65.6% | $4,751-64.9% |
| Participant deferral / active EE | $10,602 | $8,100+30.9% | $7,758+36.7% | $6,710+58.0% |
| Admin fee / account holder | $34,380 | $12,400+177.3% | $10,762+219.5% | $11,403+201.5% |