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 | $22,299 | $81,460-72.6% | $103,333-78.4% | $80,856-72.4% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.7pp | 67.6%-24.8pp |
| Annual return | 10.00% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,088 | $3,105-64.9% | $3,868-71.9% | $2,755-60.5% |
| Participant deferral / active EE | $1,976 | $3,869-48.9% | $5,057-60.9% | $4,296-54.0% |
| Admin fee / account holder | $5,590 | $6,566-14.9% | $8,355-33.1% | $6,918-19.2% |