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 8-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 | $16,927 | $48,046-64.8% | $84,611-80.0% | $72,985-76.8% |
| Participation rate | 28.1% | 57.6%-29.5pp | 68.2%-40.1pp | 69.5%-41.4pp |
| Annual return | 11.23% | 37.38%-26.2pp | 258.74%-247.5pp | 81.00%-69.8pp |
| Employer contribution / active EE | $452 | $1,602-71.8% | $2,652-83.0% | $2,440-81.5% |
| Participant deferral / active EE | $1,388 | $2,680-48.2% | $3,899-64.4% | $3,607-61.5% |
| Admin fee / account holder | $26,046 | $3,395+667.3% | $4,912+430.2% | $5,124+408.3% |