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 10-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 | $35,308 | $71,370-50.5% | $141,084-75.0% | $71,370-50.5% |
| Participation rate | 59.3% | 55.1%+4.1pp | 63.5%-4.2pp | 55.1%+4.1pp |
| Annual return | 8.13% | 15.87%-7.7pp | -42.88%+51.0pp | 15.87%-7.7pp |
| Employer contribution / active EE | $203 | $1,874-89.2% | $2,224-90.9% | $1,874-89.2% |
| Participant deferral / active EE | $1,260 | $2,656-52.6% | $1,670-24.5% | $2,656-52.6% |
| Admin fee / account holder | $8,023 | $6,050+32.6% | $3,020+165.6% | $6,050+32.6% |