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 3-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 | $16,021 | $44,960-64.4% | $84,966-81.1% | $74,495-78.5% |
| Participation rate | 24.5% | 49.4%-24.8pp | 67.5%-43.0pp | 67.2%-42.7pp |
| Annual return | 8.71% | 26.24%-17.5pp | 66.38%-57.7pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $375 | $1,457-74.3% | $2,727-86.3% | $2,623-85.7% |
| Participant deferral / active EE | $1,371 | $2,731-49.8% | $4,519-69.7% | $4,346-68.5% |
| Admin fee / account holder | $7,675 | $2,209+247.4% | $6,149+24.8% | $1,942+295.3% |