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 | $54,274 | $74,927-27.6% | $101,794-46.7% | $84,808-36.0% |
| Participation rate | 54.0% | 61.4%-7.4pp | 69.2%-15.2pp | 68.3%-14.3pp |
| Annual return | 9.26% | 18.70%-9.4pp | 30.53%-21.3pp | 40.90%-31.6pp |
| Employer contribution / active EE | $768 | $1,522-49.5% | $2,289-66.4% | $2,631-70.8% |
| Participant deferral / active EE | $1,360 | $3,099-56.1% | $4,084-66.7% | $4,212-67.7% |
| Admin fee / account holder | $3,741 | $6,514-42.6% | $8,777-57.4% | $7,344-49.1% |