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 | $56,000 | $78,926-29.0% | $136,749-59.0% | $84,808-34.0% |
| Participation rate | 22.3% | 62.2%-39.8pp | 72.1%-49.8pp | 68.3%-46.0pp |
| Annual return | 12.16% | 18.17%-6.0pp | 24.33%-12.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $826 | $2,134-61.3% | $3,400-75.7% | $2,631-68.6% |
| Participant deferral / active EE | $1,251 | $3,168-60.5% | $4,692-73.3% | $4,212-70.3% |
| Admin fee / account holder | $17,130 | $6,369+169.0% | $11,386+50.4% | $7,344+133.3% |