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 8-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 | $37,741 | $25,014+50.9% | $69,647-45.8% | $80,856-53.3% |
| Participation rate | 39.0% | 64.2%-25.3pp | 66.5%-27.5pp | 67.6%-28.7pp |
| Annual return | 5.43% | 19.07%-13.6pp | 100.48%-95.1pp | 35.59%-30.2pp |
| Employer contribution / active EE | $437 | $993-56.0% | $1,712-74.5% | $2,755-84.1% |
| Participant deferral / active EE | $1,747 | $1,839-5.0% | $2,886-39.5% | $4,296-59.3% |
| Admin fee / account holder | $20,087 | $2,488+707.3% | $4,713+326.2% | $6,918+190.4% |