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 8-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 | $56,591 | $78,926-28.3% | $136,749-58.6% | $84,808-33.3% |
| Participation rate | 26.9% | 62.2%-35.3pp | 72.1%-45.2pp | 68.3%-41.4pp |
| Annual return | 11.13% | 18.17%-7.0pp | 24.33%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $655 | $2,134-69.3% | $3,400-80.7% | $2,631-75.1% |
| Participant deferral / active EE | $2,185 | $3,168-31.0% | $4,692-53.4% | $4,212-48.1% |
| Admin fee / account holder | $31,170 | $6,369+389.4% | $11,386+173.8% | $7,344+324.4% |