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 6-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 | $64,408 | $91,190-29.4% | $178,490-63.9% | $79,858-19.3% |
| Participation rate | 27.8% | 69.2%-41.4pp | 81.9%-54.1pp | 69.6%-41.9pp |
| Annual return | -0.53% | 24.19%-24.7pp | 151.07%-151.6pp | 31.71%-32.2pp |
| Employer contribution / active EE | $878 | $3,256-73.0% | $5,011-82.5% | $2,471-64.5% |
| Participant deferral / active EE | $2,320 | $3,236-28.3% | $5,202-55.4% | $3,740-38.0% |
| Admin fee / account holder | $4,420 | $6,751-34.5% | $13,984-68.4% | $5,306-16.7% |