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 | $20,640 | $48,570-57.5% | $130,648-84.2% | $72,985-71.7% |
| Participation rate | 41.0% | 58.6%-17.5pp | 71.7%-30.7pp | 69.5%-28.5pp |
| Annual return | 7.04% | 38.63%-31.6pp | 1708.96%-1701.9pp | 81.00%-74.0pp |
| Employer contribution / active EE | $1,048 | $1,334-21.4% | $4,092-74.4% | $2,440-57.0% |
| Participant deferral / active EE | $2,103 | $2,384-11.8% | $3,603-41.6% | $3,607-41.7% |
| Admin fee / account holder | $649 | $3,549-81.7% | $5,464-88.1% | $5,124-87.3% |