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 | $19,183 | $58,208-67.0% | $81,812-76.6% | $80,856-76.3% |
| Participation rate | 58.9% | 63.4%-4.5pp | 72.3%-13.4pp | 67.6%-8.7pp |
| Annual return | 10.53% | 41.66%-31.1pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,743 | $2,340-25.5% | $2,912-40.1% | $2,755-36.7% |
| Participant deferral / active EE | $2,798 | $3,281-14.7% | $4,319-35.2% | $4,296-34.9% |
| Admin fee / account holder | $4,022 | $4,981-19.2% | $7,386-45.5% | $6,918-41.9% |