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 8-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 | $24,248 | $80,717-70.0% | $154,803-84.3% | $84,808-71.4% |
| Participation rate | 37.1% | 66.8%-29.7pp | 78.1%-41.0pp | 68.3%-31.2pp |
| Annual return | 8.19% | 37.96%-29.8pp | 58.88%-50.7pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,426 | $2,761-48.4% | $4,305-66.9% | $2,631-45.8% |
| Participant deferral / active EE | $1,102 | $3,303-66.6% | $5,540-80.1% | $4,212-73.8% |
| Admin fee / account holder | $6,071 | $6,746-10.0% | $14,329-57.6% | $7,344-17.3% |