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 | $74,832 | $80,717-7.3% | $154,803-51.7% | $84,808-11.8% |
| Participation rate | 44.4% | 66.8%-22.4pp | 78.1%-33.6pp | 68.3%-23.9pp |
| Annual return | 12.75% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,353 | $2,761-51.0% | $4,305-68.6% | $2,631-48.6% |
| Participant deferral / active EE | $2,988 | $3,303-9.5% | $5,540-46.1% | $4,212-29.1% |
| Admin fee / account holder | $16,119 | $6,746+138.9% | $14,329+12.5% | $7,344+119.5% |