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 | $26,031 | $24,730+5.3% | $66,042-60.6% | $84,808-69.3% |
| Participation rate | 40.0% | 68.1%-28.1pp | 67.5%-27.5pp | 68.3%-28.3pp |
| Annual return | 9.80% | 79.55%-69.7pp | 52.11%-42.3pp | 40.90%-31.1pp |
| Employer contribution / active EE | $662 | $857-22.7% | $1,579-58.1% | $2,631-74.8% |
| Participant deferral / active EE | $1,095 | $1,737-37.0% | $2,835-61.4% | $4,212-74.0% |
| Admin fee / account holder | $1,119 | $3,014-62.9% | $5,747-80.5% | $7,344-84.8% |