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 | $57,141 | $100,773-43.3% | $88,946-35.8% | $142,382-59.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 9.08% | 70.18%-61.1pp | 57.82%-48.7pp | 217.08%-208.0pp |
| Employer contribution / active EE | $723 | $2,918-75.2% | $2,555-71.7% | $4,299-83.2% |
| Participant deferral / active EE | $1,388 | $5,230-73.5% | $4,581-69.7% | $6,507-78.7% |
| Admin fee / account holder | $1,416 | $9,693-85.4% | $8,261-82.9% | $12,624-88.8% |