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 | $11,676 | $60,022-80.5% | $88,946-86.9% | $84,808-86.2% |
| Participation rate | 55.0% | 57.8%-2.8pp | 68.8%-13.8pp | 68.3%-13.3pp |
| Annual return | 10.11% | 22.43%-12.3pp | 57.82%-47.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,091 | $1,703-35.9% | $2,555-57.3% | $2,631-58.5% |
| Participant deferral / active EE | $1,438 | $3,114-53.8% | $4,581-68.6% | $4,212-65.8% |
| Admin fee / account holder | $474 | $4,811-90.2% | $8,261-94.3% | $7,344-93.5% |