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 | $43,419 | $64,839-33.0% | $95,585-54.6% | $84,808-48.8% |
| Participation rate | 38.1% | 63.8%-25.7pp | 72.1%-33.9pp | 68.3%-30.2pp |
| Annual return | 12.91% | -670.96%+683.9pp | 38.56%-25.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $482 | $1,759-72.6% | $2,527-80.9% | $2,631-81.7% |
| Participant deferral / active EE | $2,635 | $2,965-11.1% | $4,023-34.5% | $4,212-37.4% |
| Admin fee / account holder | $5,476 | $5,964-8.2% | $6,127-10.6% | $7,344-25.4% |