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 | $27,700 | $80,717-65.7% | $154,803-82.1% | $84,808-67.3% |
| Participation rate | 18.5% | 66.8%-48.3pp | 78.1%-59.6pp | 68.3%-49.8pp |
| Annual return | 10.78% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $611 | $2,761-77.9% | $4,305-85.8% | $2,631-76.8% |
| Participant deferral / active EE | $1,040 | $3,303-68.5% | $5,540-81.2% | $4,212-75.3% |
| Admin fee / account holder | $21,548 | $6,746+219.4% | $14,329+50.4% | $7,344+193.4% |