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 | $33,072 | $37,426-11.6% | $77,482-57.3% | $79,858-58.6% |
| Participation rate | 26.7% | 41.5%-14.8pp | 54.2%-27.5pp | 69.6%-43.0pp |
| Annual return | 8.82% | 39.70%-30.9pp | 54.79%-46.0pp | 31.71%-22.9pp |
| Employer contribution / active EE | $446 | $637-29.9% | $986-54.7% | $2,471-81.9% |
| Participant deferral / active EE | $765 | $1,260-39.3% | $1,861-58.9% | $3,740-79.6% |
| Admin fee / account holder | $9,297 | $2,504+271.3% | $2,858+225.3% | $5,306+75.2% |