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 | $27,920 | $59,417-53.0% | $93,606-70.2% | $74,495-62.5% |
| Participation rate | 37.6% | 59.7%-22.0pp | 68.7%-31.1pp | 67.2%-29.6pp |
| Annual return | 0.69% | 81.83%-81.1pp | 133.20%-132.5pp | 1364.94%-1364.3pp |
| Employer contribution / active EE | $359 | $1,264-71.6% | $2,420-85.2% | $2,623-86.3% |
| Participant deferral / active EE | $2,366 | $3,050-22.4% | $4,411-46.4% | $4,346-45.6% |
| Admin fee / account holder | $6,284 | $3,021+108.0% | $8,285-24.2% | $1,942+223.6% |