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 8-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 | $54,997 | $89,753-38.7% | $107,525-48.9% | $84,808-35.2% |
| Participation rate | 61.4% | 68.1%-6.7pp | 75.1%-13.7pp | 68.3%-6.9pp |
| Annual return | 9.82% | 29.48%-19.7pp | 181.32%-171.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,812 | $3,113-41.8% | $3,754-51.7% | $2,631-31.1% |
| Participant deferral / active EE | $3,758 | $4,056-7.3% | $5,116-26.5% | $4,212-10.8% |
| Admin fee / account holder | $7,700 | $7,222+6.6% | $8,919-13.7% | $7,344+4.9% |