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 | $56,265 | $60,022-6.3% | $88,946-36.7% | $84,808-33.7% |
| Participation rate | 52.1% | 57.8%-5.8pp | 68.8%-16.8pp | 68.3%-16.2pp |
| Annual return | 12.67% | 22.43%-9.8pp | 57.82%-45.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,188 | $1,703-30.2% | $2,555-53.5% | $2,631-54.9% |
| Participant deferral / active EE | $2,609 | $3,114-16.2% | $4,581-43.0% | $4,212-38.0% |
| Admin fee / account holder | $1,154 | $4,811-76.0% | $8,261-86.0% | $7,344-84.3% |