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 | $82,233 | $30,400+170.5% | $53,898+52.6% | $84,808-3.0% |
| Participation rate | 13.3% | 46.4%-33.1pp | 55.0%-41.6pp | 68.3%-55.0pp |
| Annual return | 14.06% | 500.19%-486.1pp | 528.60%-514.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $490 | $603-18.8% | $932-47.5% | $2,631-81.4% |
| Participant deferral / active EE | $786 | $1,199-34.4% | $1,826-57.0% | $4,212-81.3% |
| Admin fee / account holder | $792 | $1,993-60.3% | $2,491-68.2% | $7,344-89.2% |