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 10-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 | $25,293 | $65,041-61.1% | $90,951-72.2% | $79,858-68.3% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.0%-44.0pp | 69.6%-44.6pp |
| Annual return | 5.21% | 30.45%-25.2pp | 134.60%-129.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,437 | $2,512-42.8% | $3,373-57.4% | $3,740-61.6% |
| Admin fee / account holder | $16,797 | $4,536+270.3% | $5,959+181.9% | $5,306+216.6% |