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 | $56,417 | $109,881-48.7% | $150,045-62.4% | $84,808-33.5% |
| Participation rate | 37.5% | 76.1%-38.6pp | 82.3%-44.8pp | 68.3%-30.8pp |
| Annual return | 12.64% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,024 | $3,561-43.2% | $4,693-56.9% | $2,631-23.1% |
| Participant deferral / active EE | $4,097 | $6,636-38.3% | $7,997-48.8% | $4,212-2.7% |
| Admin fee / account holder | $15,688 | $8,568+83.1% | $13,435+16.8% | $7,344+113.6% |