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 | $24,791 | $74,888-66.9% | $71,209-65.2% | $142,382-82.6% |
| Participation rate | 47.1% | 76.2%-29.2pp | 73.8%-26.7pp | 80.1%-33.1pp |
| Annual return | 10.99% | 345.14%-334.2pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,720 | $2,854-39.7% | $2,721-36.8% | $4,299-60.0% |
| Participant deferral / active EE | $2,586 | $4,454-41.9% | $4,175-38.1% | $6,507-60.3% |
| Admin fee / account holder | $5,371 | $5,568-3.6% | $5,349+0.4% | $12,624-57.5% |