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 | $33,040 | $89,753-63.2% | $107,525-69.3% | $84,808-61.0% |
| Participation rate | 40.7% | 68.1%-27.3pp | 75.1%-34.3pp | 68.3%-27.6pp |
| Annual return | 12.22% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,548 | $3,113-50.3% | $3,754-58.8% | $2,631-41.2% |
| Participant deferral / active EE | $3,169 | $4,056-21.9% | $5,116-38.1% | $4,212-24.8% |
| Admin fee / account holder | $662 | $7,222-90.8% | $8,919-92.6% | $7,344-91.0% |