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 | $31,949 | $81,460-60.8% | $103,333-69.1% | $80,856-60.5% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 8.64% | 25.55%-16.9pp | 24.88%-16.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,614 | $3,105-48.0% | $3,868-58.3% | $2,755-41.4% |
| Participant deferral / active EE | $2,827 | $3,869-26.9% | $5,057-44.1% | $4,296-34.2% |
| Admin fee / account holder | $17,118 | $6,566+160.7% | $8,355+104.9% | $6,918+147.4% |