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 | $28,717 | $62,127-53.8% | $81,382-64.7% | $74,495-61.5% |
| Participation rate | 49.0% | 64.0%-15.0pp | 69.5%-20.5pp | 67.2%-18.2pp |
| Annual return | 4.98% | 16.48%-11.5pp | 24.73%-19.8pp | 1364.94%-1360.0pp |
| Employer contribution / active EE | $568 | $1,882-69.8% | $2,463-77.0% | $2,623-78.4% |
| Participant deferral / active EE | $1,699 | $3,229-47.4% | $3,883-56.2% | $4,346-60.9% |
| Admin fee / account holder | $6,138 | $1,934+217.3% | $5,768+6.4% | $1,942+216.1% |