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 | $36,966 | $48,750-24.2% | $88,946-58.4% | $74,304-50.3% |
| Participation rate | 20.4% | 44.5%-24.1pp | 68.8%-48.5pp | 60.3%-40.0pp |
| Annual return | 11.34% | 25.91%-14.6pp | 57.82%-46.5pp | 29.43%-18.1pp |
| Employer contribution / active EE | $171 | $1,255-86.4% | $2,555-93.3% | $2,241-92.4% |
| Participant deferral / active EE | $1,313 | $2,423-45.8% | $4,581-71.3% | $3,767-65.2% |
| Admin fee / account holder | $4,602 | $3,756+22.5% | $8,261-44.3% | $2,969+55.0% |