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 3-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 | $19,740 | $54,705-63.9% | $71,209-72.3% | $84,808-76.7% |
| Participation rate | 24.2% | 64.1%-39.9pp | 73.8%-49.5pp | 68.3%-44.1pp |
| Annual return | 7.79% | 35.90%-28.1pp | 282.51%-274.7pp | 40.90%-33.1pp |
| Employer contribution / active EE | $627 | $2,158-70.9% | $2,721-77.0% | $2,631-76.2% |
| Participant deferral / active EE | $1,401 | $3,030-53.8% | $4,175-66.4% | $4,212-66.7% |
| Admin fee / account holder | $1,925 | $4,863-60.4% | $5,349-64.0% | $7,344-73.8% |