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 | $15,888 | $27,915-43.1% | $58,482-72.8% | $75,163-78.9% |
| Participation rate | 53.5% | 38.8%+14.7pp | 50.9%+2.6pp | 67.2%-13.7pp |
| Annual return | 14.90% | 44.20%-29.3pp | 4239.32%-4224.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $277 | $669-58.6% | $1,053-73.7% | $2,670-89.6% |
| Participant deferral / active EE | $1,503 | $1,201+25.1% | $1,924-21.9% | $4,125-63.6% |
| Admin fee / account holder | $2,915 | $1,726+68.9% | $2,516+15.9% | $5,651-48.4% |