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 6-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 | $94,082 | $124,281-24.3% | $109,143-13.8% | $167,490-43.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 4.67% | 26.04%-21.4pp | 25.75%-21.1pp | 478.56%-473.9pp |
| Employer contribution / active EE | $1,237 | $4,207-70.6% | $3,722-66.8% | $4,837-74.4% |
| Participant deferral / active EE | $8,667 | $5,255+64.9% | $4,653+86.3% | $6,341+36.7% |
| Admin fee / account holder | $603 | $7,970-92.4% | $6,752-91.1% | $12,309-95.1% |