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 | $27,827 | $49,915-44.3% | $154,803-82.0% | $74,304-62.6% |
| Participation rate | 46.2% | 54.0%-7.7pp | 78.1%-31.8pp | 60.3%-14.1pp |
| Annual return | 11.88% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.6pp |
| Employer contribution / active EE | $887 | $1,611-45.0% | $4,305-79.4% | $2,241-60.4% |
| Participant deferral / active EE | $1,860 | $2,255-17.5% | $5,540-66.4% | $3,767-50.6% |
| Admin fee / account holder | $4,355 | $2,189+99.0% | $14,329-69.6% | $2,969+46.7% |