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 4-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 | $31,217 | $89,753-65.2% | $107,525-71.0% | $84,808-63.2% |
| Participation rate | 30.8% | 68.1%-37.3pp | 75.1%-44.3pp | 68.3%-37.5pp |
| Annual return | 11.91% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $954 | $3,113-69.4% | $3,754-74.6% | $2,631-63.7% |
| Participant deferral / active EE | $2,353 | $4,056-42.0% | $5,116-54.0% | $4,212-44.1% |
| Admin fee / account holder | $19,237 | $7,222+166.4% | $8,919+115.7% | $7,344+162.0% |