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 3-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 | $76,339 | $80,717-5.4% | $154,803-50.7% | $84,808-10.0% |
| Participation rate | 43.5% | 66.8%-23.3pp | 78.1%-34.5pp | 68.3%-24.8pp |
| Annual return | 11.93% | 37.96%-26.0pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,691 | $2,761-38.7% | $4,305-60.7% | $2,631-35.7% |
| Participant deferral / active EE | $1,764 | $3,303-46.6% | $5,540-68.2% | $4,212-58.1% |
| Admin fee / account holder | $6,092 | $6,746-9.7% | $14,329-57.5% | $7,344-17.0% |