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 | $32,336 | $106,584-69.7% | $101,326-68.1% | $142,382-77.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 81.5%-41.5pp | 80.1%-40.1pp |
| Annual return | -7.08% | 36.93%-44.0pp | 36.82%-43.9pp | 217.08%-224.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,245 | $8,297+11.4% | $7,994+15.6% | $6,507+42.1% |
| Admin fee / account holder | $25,644 | $11,446+124.0% | $11,185+129.3% | $12,624+103.1% |