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 | $27,304 | $71,050-61.6% | $93,606-70.8% | $80,856-66.2% |
| Participation rate | 35.7% | 60.4%-24.7pp | 68.7%-33.0pp | 67.6%-31.9pp |
| Annual return | 8.55% | 11.26%-2.7pp | 133.20%-124.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,772 | $4,034-31.3% | $4,411-37.2% | $4,296-35.5% |
| Admin fee / account holder | $26,887 | $6,945+287.1% | $8,285+224.5% | $6,918+288.7% |