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 | $74,539 | $60,022+24.2% | $88,946-16.2% | $84,808-12.1% |
| Participation rate | 38.5% | 57.8%-19.4pp | 68.8%-30.4pp | 68.3%-29.8pp |
| Annual return | 11.04% | 22.43%-11.4pp | 57.82%-46.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $309 | $1,703-81.8% | $2,555-87.9% | $2,631-88.2% |
| Participant deferral / active EE | $1,794 | $3,114-42.4% | $4,581-60.8% | $4,212-57.4% |
| Admin fee / account holder | $527 | $4,811-89.0% | $8,261-93.6% | $7,344-92.8% |