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 | $41,557 | $24,730+68.0% | $66,042-37.1% | $84,808-51.0% |
| Participation rate | 64.0% | 68.1%-4.1pp | 67.5%-3.5pp | 68.3%-4.3pp |
| Annual return | 12.64% | 79.55%-66.9pp | 52.11%-39.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $497 | $857-42.0% | $1,579-68.5% | $2,631-81.1% |
| Participant deferral / active EE | $2,684 | $1,737+54.5% | $2,835-5.4% | $4,212-36.3% |
| Admin fee / account holder | $1,235 | $3,014-59.0% | $5,747-78.5% | $7,344-83.2% |