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 | $34,179 | $183,519-81.4% | $155,509-78.0% | $145,922-76.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | -1.22% | 61.17%-62.4pp | 64.67%-65.9pp | 561.29%-562.5pp |
| Employer contribution / active EE | $1,287 | $5,313-75.8% | $4,672-72.5% | $4,660-72.4% |
| Participant deferral / active EE | $3,970 | $6,462-38.6% | $5,626-29.4% | $6,688-40.6% |
| Admin fee / account holder | $2,572 | $19,313-86.7% | $15,912-83.8% | $13,397-80.8% |