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 | $16,655 | $53,516-68.9% | $126,539-86.8% | $84,808-80.4% |
| Participation rate | 26.0% | 58.2%-32.2pp | 69.8%-43.8pp | 68.3%-42.3pp |
| Annual return | 6.92% | 58.34%-51.4pp | 425.95%-419.0pp | 40.90%-34.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,212 | $2,671-54.6% | $4,083-70.3% | $4,212-71.2% |
| Admin fee / account holder | $5,494 | $4,497+22.2% | $6,065-9.4% | $7,344-25.2% |