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 | $25,693 | $74,927-65.7% | $101,794-74.8% | $84,808-69.7% |
| Participation rate | 52.1% | 61.4%-9.3pp | 69.2%-17.1pp | 68.3%-16.3pp |
| Annual return | 6.69% | 18.70%-12.0pp | 30.53%-23.8pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,811 | $1,522+19.0% | $2,289-20.9% | $2,631-31.2% |
| Participant deferral / active EE | $2,973 | $3,099-4.1% | $4,084-27.2% | $4,212-29.4% |
| Admin fee / account holder | $634 | $6,514-90.3% | $8,777-92.8% | $7,344-91.4% |