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 3-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 | $54,604 | $107,452-49.2% | $91,541-40.3% | $142,382-61.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 7.40% | 22.06%-14.7pp | 20.50%-13.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $135 | $2,994-95.5% | $2,505-94.6% | $4,299-96.9% |
| Participant deferral / active EE | $1,932 | $4,754-59.4% | $4,008-51.8% | $6,507-70.3% |
| Admin fee / account holder | $14,474 | $8,834+63.8% | $6,956+108.1% | $12,624+14.7% |