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 9-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 | $31,246 | $86,929-64.1% | $102,423-69.5% | $80,856-61.4% |
| Participation rate | 69.0% | 72.4%-3.4pp | 76.5%-7.5pp | 67.6%+1.3pp |
| Annual return | 9.74% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,369 | $2,369-42.2% | $3,023-54.7% | $2,755-50.3% |
| Participant deferral / active EE | $3,138 | $4,118-23.8% | $5,053-37.9% | $4,296-27.0% |
| Admin fee / account holder | $5,695 | $8,049-29.3% | $9,451-39.7% | $6,918-17.7% |