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 | $36,717 | $54,517-32.7% | $75,972-51.7% | $74,495-50.7% |
| Participation rate | 64.0% | 60.3%+3.7pp | 69.1%-5.1pp | 67.2%-3.2pp |
| Annual return | 8.90% | 31.82%-22.9pp | 359.55%-350.7pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $888 | $1,777-50.0% | $2,685-66.9% | $2,623-66.1% |
| Participant deferral / active EE | $2,326 | $3,066-24.1% | $4,255-45.3% | $4,346-46.5% |
| Admin fee / account holder | $8,273 | $2,229+271.2% | $6,467+27.9% | $1,942+326.0% |