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 | $12,615 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 59.1% | 77.8%-18.7pp | 74.3%-15.3pp | 80.3%-21.2pp |
| Annual return | 5.81% | 38.43%-32.6pp | 35.69%-29.9pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,714 | $4,103-58.2% | $3,737-54.1% | $4,751-63.9% |
| Participant deferral / active EE | $2,342 | $5,454-57.1% | $4,878-52.0% | $6,710-65.1% |
| Admin fee / account holder | $23,867 | $7,877+203.0% | $6,730+254.7% | $11,403+109.3% |