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 9-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 | $39,109 | $72,277-45.9% | $101,248-61.4% | $79,858-51.0% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 10.27% | 22.30%-12.0pp | 46.47%-36.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,189 | $2,692-55.8% | $3,660-67.5% | $2,471-51.9% |
| Participant deferral / active EE | $1,869 | $3,282-43.1% | $4,370-57.2% | $3,740-50.0% |
| Admin fee / account holder | $4,714 | $4,400+7.1% | $5,945-20.7% | $5,306-11.2% |