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 | $47,486 | $20,316+133.7% | $66,042-28.1% | $74,304-36.1% |
| Participation rate | 46.6% | 62.8%-16.1pp | 67.5%-20.9pp | 60.3%-13.7pp |
| Annual return | 13.10% | 28.10%-15.0pp | 52.11%-39.0pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,309 | $745+75.8% | $1,579-17.1% | $2,241-41.6% |
| Participant deferral / active EE | $2,580 | $1,615+59.7% | $2,835-9.0% | $3,767-31.5% |
| Admin fee / account holder | $4,310 | $1,668+158.4% | $5,747-25.0% | $2,969+45.2% |