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 | $43,753 | $81,460-46.3% | $103,333-57.7% | $80,856-45.9% |
| Participation rate | 27.6% | 66.8%-39.3pp | 74.5%-46.9pp | 67.6%-40.1pp |
| Annual return | 8.00% | 25.55%-17.6pp | 24.88%-16.9pp | 35.59%-27.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,074 | $3,869-46.4% | $5,057-59.0% | $4,296-51.7% |
| Admin fee / account holder | $4,227 | $6,566-35.6% | $8,355-49.4% | $6,918-38.9% |