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 | $57,796 | $60,892-5.1% | $82,389-29.8% | $84,808-31.9% |
| Participation rate | 46.4% | 63.3%-16.8pp | 69.5%-23.1pp | 68.3%-21.9pp |
| Annual return | 12.86% | 37.29%-24.4pp | 28.67%-15.8pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,091 | $1,779-38.7% | $2,517-56.7% | $2,631-58.5% |
| Participant deferral / active EE | $2,232 | $3,179-29.8% | $4,155-46.3% | $4,212-47.0% |
| Admin fee / account holder | $2,208 | $5,467-59.6% | $7,231-69.5% | $7,344-69.9% |