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 | $30,037 | $25,014+20.1% | $69,647-56.9% | $80,856-62.9% |
| Participation rate | 27.0% | 64.2%-37.2pp | 66.5%-39.4pp | 67.6%-40.6pp |
| Annual return | 10.03% | 19.07%-9.0pp | 100.48%-90.5pp | 35.59%-25.6pp |
| Employer contribution / active EE | $327 | $993-67.1% | $1,712-80.9% | $2,755-88.1% |
| Participant deferral / active EE | $1,813 | $1,839-1.4% | $2,886-37.2% | $4,296-57.8% |
| Admin fee / account holder | $1,370 | $2,488-44.9% | $4,713-70.9% | $6,918-80.2% |