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 10-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 | $57,007 | $176,056-67.6% | $159,436-64.2% | $167,490-66.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 5.86% | 331.75%-325.9pp | 263.57%-257.7pp | 478.56%-472.7pp |
| Employer contribution / active EE | $5,266 | $5,297-0.6% | $4,829+9.0% | $4,837+8.8% |
| Participant deferral / active EE | $6,975 | $7,750-10.0% | $7,352-5.1% | $6,341+10.0% |
| Admin fee / account holder | $31,933 | $12,554+154.4% | $10,799+195.7% | $12,309+159.4% |