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 | $53,428 | $80,717-33.8% | $154,803-65.5% | $84,808-37.0% |
| Participation rate | 38.3% | 66.8%-28.5pp | 78.1%-39.7pp | 68.3%-30.0pp |
| Annual return | 12.83% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,170 | $2,761-57.6% | $4,305-72.8% | $2,631-55.5% |
| Participant deferral / active EE | $1,125 | $3,303-65.9% | $5,540-79.7% | $4,212-73.3% |
| Admin fee / account holder | $4,901 | $6,746-27.4% | $14,329-65.8% | $7,344-33.3% |