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 4-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 | $72,956 | $202,432-64.0% | $169,368-56.9% | $139,434-47.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 8.34% | 531.74%-523.4pp | 405.60%-397.3pp | 372.94%-364.6pp |
| Employer contribution / active EE | $3,218 | $4,692-31.4% | $4,013-19.8% | $4,751-32.3% |
| Participant deferral / active EE | $10,150 | $6,938+46.3% | $6,221+63.1% | $6,710+51.3% |
| Admin fee / account holder | $35,230 | $10,708+229.0% | $9,003+291.3% | $11,403+209.0% |