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 | $14,115 | $177,572-92.1% | $154,803-90.9% | $142,382-90.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 1.70% | 65.07%-63.4pp | 58.88%-57.2pp | 217.08%-215.4pp |
| Employer contribution / active EE | $2,297 | $4,810-52.2% | $4,305-46.6% | $4,299-46.6% |
| Participant deferral / active EE | $4,333 | $6,272-30.9% | $5,540-21.8% | $6,507-33.4% |
| Admin fee / account holder | $1,714 | $16,786-89.8% | $14,329-88.0% | $12,624-86.4% |