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 | $20,693 | $24,730-16.3% | $66,042-68.7% | $84,808-75.6% |
| Participation rate | 27.8% | 68.1%-40.2pp | 67.5%-39.7pp | 68.3%-40.5pp |
| Annual return | 13.75% | 79.55%-65.8pp | 52.11%-38.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $247 | $857-71.1% | $1,579-84.3% | $2,631-90.6% |
| Participant deferral / active EE | $853 | $1,737-50.9% | $2,835-69.9% | $4,212-79.7% |
| Admin fee / account holder | $8,709 | $3,014+189.0% | $5,747+51.6% | $7,344+18.6% |