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 | $16,335 | $48,795-66.5% | $65,493-75.1% | $84,808-80.7% |
| Participation rate | 56.3% | 67.0%-10.7pp | 73.1%-16.8pp | 68.3%-12.1pp |
| Annual return | 11.62% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $974 | $1,930-49.6% | $2,574-62.2% | $2,631-63.0% |
| Participant deferral / active EE | $1,979 | $2,928-32.4% | $3,961-50.0% | $4,212-53.0% |
| Admin fee / account holder | $308 | $3,877-92.1% | $5,028-93.9% | $7,344-95.8% |