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 3-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 | $20,264 | $110,257-81.6% | $96,544-79.0% | $139,434-85.5% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 9.07% | 26.32%-17.3pp | 25.84%-16.8pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,121 | $3,620-69.0% | $2,965-62.2% | $4,751-76.4% |
| Participant deferral / active EE | $3,117 | $5,548-43.8% | $4,851-35.7% | $6,710-53.6% |
| Admin fee / account holder | $22,869 | $11,591+97.3% | $8,252+177.1% | $11,403+100.6% |