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 | $26,760 | $25,014+7.0% | $69,647-61.6% | $80,856-66.9% |
| Participation rate | 18.9% | 64.2%-45.3pp | 66.5%-47.5pp | 67.6%-48.7pp |
| Annual return | 6.42% | 19.07%-12.6pp | 100.48%-94.1pp | 35.59%-29.2pp |
| Employer contribution / active EE | $380 | $993-61.8% | $1,712-77.8% | $2,755-86.2% |
| Participant deferral / active EE | $943 | $1,839-48.7% | $2,886-67.3% | $4,296-78.1% |
| Admin fee / account holder | $377 | $2,488-84.8% | $4,713-92.0% | $6,918-94.5% |