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 | $15,573 | $77,899-80.0% | $149,673-89.6% | $75,163-79.3% |
| Participation rate | 48.7% | 65.6%-16.9pp | 78.8%-30.1pp | 67.2%-18.5pp |
| Annual return | 6.36% | 31.72%-25.4pp | 134.42%-128.1pp | 160.62%-154.3pp |
| Employer contribution / active EE | $972 | $3,137-69.0% | $4,818-79.8% | $2,670-63.6% |
| Participant deferral / active EE | $1,694 | $3,411-50.3% | $5,680-70.2% | $4,125-58.9% |
| Admin fee / account holder | $7,638 | $5,956+28.2% | $13,210-42.2% | $5,651+35.2% |