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 | $37,312 | $58,208-35.9% | $81,812-54.4% | $80,856-53.9% |
| Participation rate | 65.9% | 63.4%+2.5pp | 72.3%-6.5pp | 67.6%-1.8pp |
| Annual return | 10.52% | 41.66%-31.1pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $802 | $2,340-65.7% | $2,912-72.5% | $2,755-70.9% |
| Participant deferral / active EE | $3,405 | $3,281+3.8% | $4,319-21.1% | $4,296-20.7% |
| Admin fee / account holder | $1,347 | $4,981-73.0% | $7,386-81.8% | $6,918-80.5% |