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 5-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 | $56,451 | $60,022-5.9% | $88,946-36.5% | $84,808-33.4% |
| Participation rate | 62.5% | 57.8%+4.7pp | 68.8%-6.3pp | 68.3%-5.8pp |
| Annual return | 9.40% | 22.43%-13.0pp | 57.82%-48.4pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,733 | $1,703+1.8% | $2,555-32.2% | $2,631-34.1% |
| Participant deferral / active EE | $2,767 | $3,114-11.1% | $4,581-39.6% | $4,212-34.3% |
| Admin fee / account holder | $35,595 | $4,811+639.9% | $8,261+330.9% | $7,344+384.7% |