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 6-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 | $29,603 | $52,380-43.5% | $98,755-70.0% | $85,850-65.5% |
| Participation rate | 33.8% | 58.0%-24.1pp | 65.7%-31.9pp | 69.3%-35.5pp |
| Annual return | 1.00% | 25.82%-24.8pp | 49.91%-48.9pp | 318.53%-317.5pp |
| Employer contribution / active EE | $1,173 | $1,337-12.3% | $2,067-43.3% | $2,565-54.3% |
| Participant deferral / active EE | $2,057 | $2,101-2.1% | $3,035-32.2% | $3,952-48.0% |
| Admin fee / account holder | $7,266 | $3,865+88.0% | $4,076+78.3% | $6,260+16.1% |