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 8-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 | $46,154 | $72,277-36.1% | $101,248-54.4% | $79,858-42.2% |
| Participation rate | 42.6% | 68.5%-25.9pp | 75.8%-33.3pp | 69.6%-27.1pp |
| Annual return | 5.35% | 22.30%-17.0pp | 46.47%-41.1pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,663 | $2,692-38.2% | $3,660-54.6% | $2,471-32.7% |
| Participant deferral / active EE | $4,548 | $3,282+38.6% | $4,370+4.1% | $3,740+21.6% |
| Admin fee / account holder | $56,169 | $4,400+1176.5% | $5,945+844.7% | $5,306+958.5% |