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 | $21,332 | $58,208-63.4% | $81,812-73.9% | $80,856-73.6% |
| Participation rate | 53.6% | 63.4%-9.8pp | 72.3%-18.8pp | 67.6%-14.1pp |
| Annual return | 7.33% | 41.66%-34.3pp | 773.79%-766.5pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,686 | $2,340-28.0% | $2,912-42.1% | $2,755-38.8% |
| Participant deferral / active EE | $2,553 | $3,281-22.2% | $4,319-40.9% | $4,296-40.6% |
| Admin fee / account holder | $4,208 | $4,981-15.5% | $7,386-43.0% | $6,918-39.2% |