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 9-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 | $58,899 | $102,317-42.4% | $146,958-59.9% | $80,856-27.2% |
| Participation rate | 23.1% | 75.8%-52.8pp | 82.2%-59.1pp | 67.6%-44.6pp |
| Annual return | 11.37% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,826 | $6,644-57.5% | $8,070-65.0% | $4,296-34.2% |
| Admin fee / account holder | $7,505 | $7,941-5.5% | $12,998-42.3% | $6,918+8.5% |