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 | $70,852 | $73,933-4.2% | $96,683-26.7% | $75,163-5.7% |
| Participation rate | 55.0% | 66.4%-11.4pp | 74.3%-19.3pp | 67.2%-12.2pp |
| Annual return | 11.05% | 26.70%-15.7pp | 35.69%-24.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,931 | $2,928-34.1% | $3,737-48.3% | $2,670-27.7% |
| Participant deferral / active EE | $3,426 | $3,659-6.4% | $4,878-29.8% | $4,125-16.9% |
| Admin fee / account holder | $24,079 | $5,216+361.6% | $6,730+257.8% | $5,651+326.1% |