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 | $37,024 | $30,400+21.8% | $53,898-31.3% | $84,808-56.3% |
| Participation rate | 38.5% | 46.4%-8.0pp | 55.0%-16.5pp | 68.3%-29.8pp |
| Annual return | 13.71% | 500.19%-486.5pp | 528.60%-514.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $937 | $603+55.5% | $932+0.5% | $2,631-64.4% |
| Participant deferral / active EE | $2,330 | $1,199+94.4% | $1,826+27.6% | $4,212-44.7% |
| Admin fee / account holder | $2,399 | $1,993+20.4% | $2,491-3.7% | $7,344-67.3% |