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 | $17,162 | $110,502-84.5% | $80,716-78.7% | $167,490-89.8% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 1.47% | 120.54%-119.1pp | 87.28%-85.8pp | 478.56%-477.1pp |
| Employer contribution / active EE | $613 | $1,543-60.2% | $1,160-47.1% | $4,837-87.3% |
| Participant deferral / active EE | $1,523 | $2,871-46.9% | $2,146-29.0% | $6,341-76.0% |
| Admin fee / account holder | $1,497 | $4,545-67.1% | $3,380-55.7% | $12,309-87.8% |