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 9-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 | $27,219 | $51,576-47.2% | $129,207-78.9% | $80,856-66.3% |
| Participation rate | 42.1% | 57.0%-14.9pp | 69.6%-27.5pp | 67.6%-25.5pp |
| Annual return | 9.09% | 20.81%-11.7pp | 9417.33%-9408.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,523 | $2,669-5.5% | $4,168-39.5% | $4,296-41.3% |
| Admin fee / account holder | $13,843 | $4,305+221.5% | $7,715+79.4% | $6,918+100.1% |