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 6-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 | $39,012 | $127,065-69.3% | $113,168-65.5% | $142,382-72.6% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 5.29% | 24.03%-18.7pp | 24.27%-19.0pp | 217.08%-211.8pp |
| Employer contribution / active EE | $2,936 | $3,442-14.7% | $2,975-1.3% | $4,299-31.7% |
| Participant deferral / active EE | $5,316 | $5,716-7.0% | $5,107+4.1% | $6,507-18.3% |
| Admin fee / account holder | $18,076 | $15,736+14.9% | $12,068+49.8% | $12,624+43.2% |