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 6-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 | $27,257 | $73,933-63.1% | $96,683-71.8% | $75,163-63.7% |
| Participation rate | 34.9% | 66.4%-31.5pp | 74.3%-39.5pp | 67.2%-32.3pp |
| Annual return | 8.82% | 26.70%-17.9pp | 35.69%-26.9pp | 160.62%-151.8pp |
| Employer contribution / active EE | $968 | $2,928-67.0% | $3,737-74.1% | $2,670-63.8% |
| Participant deferral / active EE | $2,136 | $3,659-41.6% | $4,878-56.2% | $4,125-48.2% |
| Admin fee / account holder | $2,693 | $5,216-48.4% | $6,730-60.0% | $5,651-52.4% |