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 | $41,832 | $54,705-23.5% | $71,209-41.3% | $84,808-50.7% |
| Participation rate | 65.9% | 64.1%+1.8pp | 73.8%-7.9pp | 68.3%-2.5pp |
| Annual return | 11.89% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $468 | $2,158-78.3% | $2,721-82.8% | $2,631-82.2% |
| Participant deferral / active EE | $2,611 | $3,030-13.8% | $4,175-37.5% | $4,212-38.0% |
| Admin fee / account holder | $12,397 | $4,863+154.9% | $5,349+131.8% | $7,344+68.8% |