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 | $17,576 | $148,534-88.2% | $135,903-87.1% | $139,434-87.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 7.16% | 79.19%-72.0pp | 68.23%-61.1pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,478 | $5,243-71.8% | $4,856-69.6% | $4,751-68.9% |
| Participant deferral / active EE | $5,572 | $8,100-31.2% | $7,758-28.2% | $6,710-17.0% |
| Admin fee / account holder | $43,683 | $12,400+252.3% | $10,762+305.9% | $11,403+283.1% |