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 | $28,030 | $81,248-65.5% | $155,509-82.0% | $80,856-65.3% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 8.26% | 33.31%-25.1pp | 64.67%-56.4pp | 35.59%-27.3pp |
| Employer contribution / active EE | $963 | $3,100-68.9% | $4,672-79.4% | $2,755-65.0% |
| Participant deferral / active EE | $3,027 | $3,452-12.3% | $5,626-46.2% | $4,296-29.5% |
| Admin fee / account holder | $5,824 | $7,997-27.2% | $15,912-63.4% | $6,918-15.8% |