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 | $39,809 | $53,516-25.6% | $126,539-68.5% | $84,808-53.1% |
| Participation rate | 28.0% | 58.2%-30.2pp | 69.8%-41.8pp | 68.3%-40.3pp |
| Annual return | 6.70% | 58.34%-51.6pp | 425.95%-419.2pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,259 | $1,535-17.9% | $3,674-65.7% | $2,631-52.1% |
| Participant deferral / active EE | $1,689 | $2,671-36.8% | $4,083-58.6% | $4,212-59.9% |
| Admin fee / account holder | $1,008 | $4,497-77.6% | $6,065-83.4% | $7,344-86.3% |