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 | $42,684 | $109,881-61.2% | $150,045-71.6% | $84,808-49.7% |
| Participation rate | 58.1% | 76.1%-18.0pp | 82.3%-24.3pp | 68.3%-10.2pp |
| Annual return | 13.34% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,491 | $3,561-30.1% | $4,693-46.9% | $2,631-5.3% |
| Participant deferral / active EE | $5,362 | $6,636-19.2% | $7,997-32.9% | $4,212+27.3% |
| Admin fee / account holder | $16,336 | $8,568+90.7% | $13,435+21.6% | $7,344+122.4% |