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 | $35,363 | $52,279-32.4% | $89,391-60.4% | $79,858-55.7% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 11.51% | 22.16%-10.6pp | 245.62%-234.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $376 | $1,572-76.1% | $2,586-85.5% | $2,471-84.8% |
| Participant deferral / active EE | $920 | $2,740-66.4% | $3,890-76.4% | $3,740-75.4% |
| Admin fee / account holder | $1,250 | $3,356-62.8% | $4,881-74.4% | $5,306-76.4% |