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 5-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 | $26,407 | $54,705-51.7% | $71,209-62.9% | $84,808-68.9% |
| Participation rate | 53.3% | 64.1%-10.7pp | 73.8%-20.4pp | 68.3%-15.0pp |
| Annual return | 13.18% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $744 | $2,158-65.5% | $2,721-72.6% | $2,631-71.7% |
| Participant deferral / active EE | $2,336 | $3,030-22.9% | $4,175-44.0% | $4,212-44.5% |
| Admin fee / account holder | $508 | $4,863-89.5% | $5,349-90.5% | $7,344-93.1% |