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 | $21,936 | $73,933-70.3% | $96,683-77.3% | $75,163-70.8% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.7pp | 67.2%-26.5pp |
| Annual return | 7.47% | 26.70%-19.2pp | 35.69%-28.2pp | 160.62%-153.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,196 | $3,659-40.0% | $4,878-55.0% | $4,125-46.8% |
| Admin fee / account holder | $4,130 | $5,216-20.8% | $6,730-38.6% | $5,651-26.9% |