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 | $46,283 | $78,422-41.0% | $95,952-51.8% | $79,858-42.0% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.8pp |
| Annual return | -0.01% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $492 | $1,945-74.7% | $2,541-80.6% | $2,471-80.1% |
| Participant deferral / active EE | $3,711 | $3,440+7.9% | $4,167-10.9% | $3,740-0.8% |
| Admin fee / account holder | $2,552 | $5,622-54.6% | $6,795-62.4% | $5,306-51.9% |