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 | $57,507 | $81,248-29.2% | $155,509-63.0% | $80,856-28.9% |
| Participation rate | 36.2% | 66.2%-30.1pp | 78.2%-42.0pp | 67.6%-31.5pp |
| Annual return | 10.24% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $743 | $3,100-76.0% | $4,672-84.1% | $2,755-73.0% |
| Participant deferral / active EE | $1,034 | $3,452-70.0% | $5,626-81.6% | $4,296-75.9% |
| Admin fee / account holder | $3,853 | $7,997-51.8% | $15,912-75.8% | $6,918-44.3% |