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 9-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 | $23,776 | $57,065-58.3% | $75,670-68.6% | $70,131-66.1% |
| Participation rate | 55.7% | 68.1%-12.4pp | 72.3%-16.6pp | 69.5%-13.8pp |
| Annual return | 7.54% | 23.57%-16.0pp | 27.34%-19.8pp | 73.14%-65.6pp |
| Employer contribution / active EE | $376 | $1,817-79.3% | $2,352-84.0% | $2,342-84.0% |
| Participant deferral / active EE | $998 | $2,580-61.3% | $3,142-68.3% | $3,332-70.1% |
| Admin fee / account holder | $1,073 | $3,825-72.0% | $5,800-81.5% | $4,645-76.9% |