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 9-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 | $36,045 | $53,516-32.6% | $126,539-71.5% | $84,808-57.5% |
| Participation rate | 50.0% | 58.2%-8.2pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 1.27% | 58.34%-57.1pp | 425.95%-424.7pp | 40.90%-39.6pp |
| Employer contribution / active EE | $549 | $1,535-64.2% | $3,674-85.1% | $2,631-79.1% |
| Participant deferral / active EE | $1,767 | $2,671-33.8% | $4,083-56.7% | $4,212-58.0% |
| Admin fee / account holder | $4,880 | $4,497+8.5% | $6,065-19.5% | $7,344-33.5% |