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 9-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 | $33,216 | $53,127-37.5% | $86,590-61.6% | $70,131-52.6% |
| Participation rate | 55.0% | 65.3%-10.3pp | 73.5%-18.5pp | 69.5%-14.5pp |
| Annual return | 6.23% | 27.66%-21.4pp | 964.84%-958.6pp | 73.14%-66.9pp |
| Employer contribution / active EE | $300 | $2,068-85.5% | $2,839-89.4% | $2,342-87.2% |
| Participant deferral / active EE | $1,686 | $2,696-37.4% | $3,609-53.3% | $3,332-49.4% |
| Admin fee / account holder | $22,769 | $3,585+535.1% | $4,906+364.1% | $4,645+390.2% |