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 8-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 | $104,349 | $179,726-41.9% | $156,263-33.2% | $142,382-26.7% |
| Participation rate | 38.1% | 82.1%-44.0pp | 78.9%-40.8pp | 80.1%-42.0pp |
| Annual return | 6.23% | 77.86%-71.6pp | 59.47%-53.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,278 | $5,069-55.1% | $4,333-47.4% | $4,299-47.0% |
| Participant deferral / active EE | $5,050 | $6,956-27.4% | $6,158-18.0% | $6,507-22.4% |
| Admin fee / account holder | $551 | $17,272-96.8% | $14,255-96.1% | $12,624-95.6% |