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 8-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 | $43,820 | $71,050-38.3% | $93,606-53.2% | $80,856-45.8% |
| Participation rate | 45.5% | 60.4%-15.0pp | 68.7%-23.3pp | 67.6%-22.2pp |
| Annual return | 7.18% | 11.26%-4.1pp | 133.20%-126.0pp | 35.59%-28.4pp |
| Employer contribution / active EE | $1,016 | $1,564-35.1% | $2,420-58.0% | $2,755-63.1% |
| Participant deferral / active EE | $3,147 | $4,034-22.0% | $4,411-28.7% | $4,296-26.7% |
| Admin fee / account holder | $6,127 | $6,945-11.8% | $8,285-26.1% | $6,918-11.4% |