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 | $33,163 | $77,503-57.2% | $100,391-67.0% | $80,856-59.0% |
| Participation rate | 53.1% | 76.9%-23.9pp | 81.5%-28.4pp | 67.6%-14.6pp |
| Annual return | 11.98% | 37.20%-25.2pp | 49.20%-37.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,544 | $2,801-9.2% | $3,942-35.5% | $2,755-7.6% |
| Participant deferral / active EE | $3,566 | $6,820-47.7% | $8,082-55.9% | $4,296-17.0% |
| Admin fee / account holder | $1,404 | $5,897-76.2% | $7,899-82.2% | $6,918-79.7% |