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 10-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 | $44,045 | $217,402-79.7% | $185,823-76.3% | $167,490-73.7% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 3.88% | 148.36%-144.5pp | 122.05%-118.2pp | 478.56%-474.7pp |
| Employer contribution / active EE | $1,615 | $5,873-72.5% | $5,167-68.8% | $4,837-66.6% |
| Participant deferral / active EE | $3,906 | $6,356-38.5% | $5,568-29.8% | $6,341-38.4% |
| Admin fee / account holder | $4,690 | $19,811-76.3% | $16,237-71.1% | $12,309-61.9% |