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 | $20,490 | $54,705-62.5% | $71,209-71.2% | $84,808-75.8% |
| Participation rate | 63.0% | 64.1%-1.1pp | 73.8%-10.7pp | 68.3%-5.3pp |
| Annual return | -0.81% | 35.90%-36.7pp | 282.51%-283.3pp | 40.90%-41.7pp |
| Employer contribution / active EE | $867 | $2,158-59.8% | $2,721-68.1% | $2,631-67.0% |
| Participant deferral / active EE | $1,355 | $3,030-55.3% | $4,175-67.5% | $4,212-67.8% |
| Admin fee / account holder | $1,697 | $4,863-65.1% | $5,349-68.3% | $7,344-76.9% |