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 | $18,323 | $48,750-62.4% | $88,946-79.4% | $74,304-75.3% |
| Participation rate | 33.6% | 44.5%-10.8pp | 68.8%-35.2pp | 60.3%-26.7pp |
| Annual return | 8.19% | 25.91%-17.7pp | 57.82%-49.6pp | 29.43%-21.2pp |
| Employer contribution / active EE | $1,047 | $1,255-16.6% | $2,555-59.0% | $2,241-53.3% |
| Participant deferral / active EE | $1,638 | $2,423-32.4% | $4,581-64.2% | $3,767-56.5% |
| Admin fee / account holder | $16,016 | $3,756+326.4% | $8,261+93.9% | $2,969+439.5% |