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 | $70,646 | $109,881-35.7% | $150,045-52.9% | $84,808-16.7% |
| Participation rate | 60.7% | 76.1%-15.4pp | 82.3%-21.6pp | 68.3%-7.6pp |
| Annual return | 12.53% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,367 | $3,561-61.6% | $4,693-70.9% | $2,631-48.0% |
| Participant deferral / active EE | $3,672 | $6,636-44.7% | $7,997-54.1% | $4,212-12.8% |
| Admin fee / account holder | $1,252 | $8,568-85.4% | $13,435-90.7% | $7,344-82.9% |