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 | $23,801 | $74,927-68.2% | $101,794-76.6% | $84,808-71.9% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.2%-9.7pp | 68.3%-8.9pp |
| Annual return | 11.82% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,798 | $1,522+18.1% | $2,289-21.5% | $2,631-31.7% |
| Participant deferral / active EE | $2,664 | $3,099-14.0% | $4,084-34.8% | $4,212-36.7% |
| Admin fee / account holder | $14,041 | $6,514+115.5% | $8,777+60.0% | $7,344+91.2% |