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 | $27,362 | $80,717-66.1% | $154,803-82.3% | $84,808-67.7% |
| Participation rate | 14.8% | 66.8%-52.0pp | 78.1%-63.3pp | 68.3%-53.5pp |
| Annual return | 3.45% | 37.96%-34.5pp | 58.88%-55.4pp | 40.90%-37.5pp |
| Employer contribution / active EE | $336 | $2,761-87.8% | $4,305-92.2% | $2,631-87.2% |
| Participant deferral / active EE | $1,030 | $3,303-68.8% | $5,540-81.4% | $4,212-75.6% |
| Admin fee / account holder | $13,771 | $6,746+104.1% | $14,329-3.9% | $7,344+87.5% |