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 | $31,343 | $68,719-54.4% | $91,541-65.8% | $84,808-63.0% |
| Participation rate | 24.4% | 64.5%-40.1pp | 69.8%-45.4pp | 68.3%-43.9pp |
| Annual return | 8.17% | 19.12%-11.0pp | 20.50%-12.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $687 | $1,920-64.2% | $2,505-72.6% | $2,631-73.9% |
| Participant deferral / active EE | $2,463 | $3,136-21.4% | $4,008-38.5% | $4,212-41.5% |
| Admin fee / account holder | $17,518 | $5,786+202.7% | $6,956+151.8% | $7,344+138.5% |