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 4-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 | $59,025 | $104,974-43.8% | $95,585-38.2% | $142,382-58.5% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | -5.75% | 210.33%-216.1pp | 38.56%-44.3pp | 217.08%-222.8pp |
| Employer contribution / active EE | $483 | $2,779-82.6% | $2,527-80.9% | $4,299-88.8% |
| Participant deferral / active EE | $3,367 | $4,352-22.6% | $4,023-16.3% | $6,507-48.3% |
| Admin fee / account holder | $401 | $6,386-93.7% | $6,127-93.5% | $12,624-96.8% |