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 | $33,445 | $86,929-61.5% | $102,423-67.3% | $80,856-58.6% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.4pp | 67.6%-6.5pp |
| Annual return | 9.20% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,674 | $2,369+12.9% | $3,023-11.6% | $2,755-2.9% |
| Participant deferral / active EE | $5,496 | $4,118+33.4% | $5,053+8.8% | $4,296+27.9% |
| Admin fee / account holder | $3,412 | $8,049-57.6% | $9,451-63.9% | $6,918-50.7% |