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 7-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 | $24,852 | $177,572-86.0% | $154,803-83.9% | $142,382-82.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 4.79% | 65.07%-60.3pp | 58.88%-54.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,946 | $4,810-59.5% | $4,305-54.8% | $4,299-54.7% |
| Participant deferral / active EE | $5,943 | $6,272-5.2% | $5,540+7.3% | $6,507-8.7% |
| Admin fee / account holder | $7,599 | $16,786-54.7% | $14,329-47.0% | $12,624-39.8% |