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 5-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 | $70,353 | $101,724-30.8% | $164,813-57.3% | $80,856-13.0% |
| Participation rate | 29.3% | 71.8%-42.5pp | 78.6%-49.3pp | 67.6%-38.3pp |
| Annual return | 8.62% | 16.72%-8.1pp | 69.93%-61.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $939 | $2,953-68.2% | $4,341-78.4% | $2,755-65.9% |
| Participant deferral / active EE | $2,972 | $4,477-33.6% | $6,031-50.7% | $4,296-30.8% |
| Admin fee / account holder | $1,437 | $8,227-82.5% | $12,690-88.7% | $6,918-79.2% |