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 | $23,754 | $81,248-70.8% | $155,509-84.7% | $80,856-70.6% |
| Participation rate | 55.8% | 66.2%-10.4pp | 78.2%-22.4pp | 67.6%-11.8pp |
| Annual return | 9.27% | 33.31%-24.0pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $939 | $3,100-69.7% | $4,672-79.9% | $2,755-65.9% |
| Participant deferral / active EE | $2,015 | $3,452-41.6% | $5,626-64.2% | $4,296-53.1% |
| Admin fee / account holder | $3,023 | $7,997-62.2% | $15,912-81.0% | $6,918-56.3% |