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 | $51,921 | $159,602-67.5% | $150,045-65.4% | $142,382-63.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 5.55% | 70.24%-64.7pp | 62.55%-57.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $2,278 | $4,961-54.1% | $4,693-51.5% | $4,299-47.0% |
| Participant deferral / active EE | $8,662 | $8,310+4.2% | $7,997+8.3% | $6,507+33.1% |
| Admin fee / account holder | $2,044 | $14,846-86.2% | $13,435-84.8% | $12,624-83.8% |