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 | $29,524 | $68,547-56.9% | $120,354-75.5% | $80,856-63.5% |
| Participation rate | 52.6% | 61.6%-9.0pp | 71.9%-19.3pp | 67.6%-15.0pp |
| Annual return | 10.00% | 23.60%-13.6pp | 107.15%-97.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $925 | $2,051-54.9% | $3,463-73.3% | $2,755-66.4% |
| Participant deferral / active EE | $1,713 | $3,173-46.0% | $4,991-65.7% | $4,296-60.1% |
| Admin fee / account holder | $11,023 | $5,732+92.3% | $9,423+17.0% | $6,918+59.3% |