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 | $21,150 | $30,400-30.4% | $53,898-60.8% | $84,808-75.1% |
| Participation rate | 45.7% | 46.4%-0.7pp | 55.0%-9.2pp | 68.3%-22.6pp |
| Annual return | 10.45% | 500.19%-489.7pp | 528.60%-518.2pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,051 | $603+74.4% | $932+12.8% | $2,631-60.0% |
| Participant deferral / active EE | $1,739 | $1,199+45.1% | $1,826-4.8% | $4,212-58.7% |
| Admin fee / account holder | $5,030 | $1,993+152.4% | $2,491+102.0% | $7,344-31.5% |