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 7-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 | $22,044 | $48,795-54.8% | $65,493-66.3% | $84,808-74.0% |
| Participation rate | 44.0% | 67.0%-23.0pp | 73.1%-29.1pp | 68.3%-24.3pp |
| Annual return | 9.97% | 20.20%-10.2pp | 982.45%-972.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,581 | $1,930-18.1% | $2,574-38.6% | $2,631-39.9% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,168 | $3,877-69.9% | $5,028-76.8% | $7,344-84.1% |