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 | $38,158 | $60,022-36.4% | $88,946-57.1% | $84,808-55.0% |
| Participation rate | 35.4% | 57.8%-22.5pp | 68.8%-33.5pp | 68.3%-32.9pp |
| Annual return | 13.12% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $778 | $1,703-54.3% | $2,555-69.6% | $2,631-70.4% |
| Participant deferral / active EE | $1,700 | $3,114-45.4% | $4,581-62.9% | $4,212-59.6% |
| Admin fee / account holder | $14,912 | $4,811+210.0% | $8,261+80.5% | $7,344+103.1% |