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 | $65,250 | $80,717-19.2% | $154,803-57.8% | $84,808-23.1% |
| Participation rate | 25.7% | 66.8%-41.1pp | 78.1%-52.4pp | 68.3%-42.6pp |
| Annual return | 12.50% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,350 | $2,761-51.1% | $4,305-68.6% | $2,631-48.7% |
| Participant deferral / active EE | $4,579 | $3,303+38.6% | $5,540-17.3% | $4,212+8.7% |
| Admin fee / account holder | $6,339 | $6,746-6.0% | $14,329-55.8% | $7,344-13.7% |