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 | $39,368 | $114,381-65.6% | $107,525-63.4% | $142,382-72.4% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 7.02% | 242.71%-235.7pp | 181.32%-174.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,319 | $5,564-58.3% | $5,116-54.7% | $6,507-64.4% |
| Admin fee / account holder | $155,822 | $9,860+1480.3% | $8,919+1647.1% | $12,624+1134.4% |