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 9-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 | $165,964 | $80,717+105.6% | $154,803+7.2% | $84,808+95.7% |
| Participation rate | 19.5% | 66.8%-47.3pp | 78.1%-58.6pp | 68.3%-48.8pp |
| Annual return | 10.29% | 37.96%-27.7pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,833 | $2,761-33.6% | $4,305-57.4% | $2,631-30.3% |
| Participant deferral / active EE | $3,210 | $3,303-2.8% | $5,540-42.1% | $4,212-23.8% |
| Admin fee / account holder | $453 | $6,746-93.3% | $14,329-96.8% | $7,344-93.8% |