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 | $47,481 | $57,541-17.5% | $95,745-50.4% | $75,163-36.8% |
| Participation rate | 31.6% | 62.5%-30.9pp | 72.3%-40.7pp | 67.2%-35.6pp |
| Annual return | 11.54% | 34.93%-23.4pp | 28.35%-16.8pp | 160.62%-149.1pp |
| Employer contribution / active EE | $994 | $1,808-45.0% | $2,835-64.9% | $2,670-62.8% |
| Participant deferral / active EE | $1,866 | $3,074-39.3% | $4,245-56.0% | $4,125-54.8% |
| Admin fee / account holder | $5,985 | $4,099+46.0% | $5,678+5.4% | $5,651+5.9% |