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 | $30,333 | $59,097-48.7% | $82,389-63.2% | $74,304-59.2% |
| Participation rate | 29.0% | 52.8%-23.8pp | 69.5%-40.6pp | 60.3%-31.4pp |
| Annual return | 10.55% | 22.85%-12.3pp | 28.67%-18.1pp | 29.43%-18.9pp |
| Employer contribution / active EE | $513 | $1,601-68.0% | $2,517-79.6% | $2,241-77.1% |
| Participant deferral / active EE | $875 | $2,775-68.5% | $4,155-78.9% | $3,767-76.8% |
| Admin fee / account holder | $3,675 | $4,489-18.1% | $7,231-49.2% | $2,969+23.8% |