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 | $31,767 | $58,577-45.8% | $83,333-61.9% | $64,186-50.5% |
| Participation rate | 53.5% | 72.0%-18.5pp | 77.8%-24.3pp | 69.6%-16.1pp |
| Annual return | -12.71% | 9.65%-22.4pp | 10.63%-23.3pp | 7.63%-20.3pp |
| Employer contribution / active EE | $654 | $2,098-68.8% | $3,379-80.6% | $2,381-72.5% |
| Participant deferral / active EE | $2,618 | $4,654-43.8% | $5,565-53.0% | $3,470-24.6% |
| Admin fee / account holder | $1,057 | $9,275-88.6% | $7,510-85.9% | $4,888-78.4% |