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 5-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 | $46,799 | $104,974-55.4% | $95,585-51.0% | $142,382-67.1% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 4.64% | 210.33%-205.7pp | 38.56%-33.9pp | 217.08%-212.4pp |
| Employer contribution / active EE | $623 | $2,779-77.6% | $2,527-75.4% | $4,299-85.5% |
| Participant deferral / active EE | $2,888 | $4,352-33.6% | $4,023-28.2% | $6,507-55.6% |
| Admin fee / account holder | $207,352 | $6,386+3146.9% | $6,127+3284.0% | $12,624+1542.6% |