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 7-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 | $22,869 | $81,460-71.9% | $103,333-77.9% | $80,856-71.7% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 5.99% | 25.55%-19.6pp | 24.88%-18.9pp | 35.59%-29.6pp |
| Employer contribution / active EE | $1,074 | $3,105-65.4% | $3,868-72.2% | $2,755-61.0% |
| Participant deferral / active EE | $1,685 | $3,869-56.4% | $5,057-66.7% | $4,296-60.8% |
| Admin fee / account holder | $24,300 | $6,566+270.1% | $8,355+190.9% | $6,918+251.3% |