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 | $103,078 | $57,065+80.6% | $75,670+36.2% | $70,131+47.0% |
| Participation rate | 44.1% | 68.1%-24.0pp | 72.3%-28.2pp | 69.5%-25.4pp |
| Annual return | 4.41% | 23.57%-19.2pp | 27.34%-22.9pp | 73.14%-68.7pp |
| Employer contribution / active EE | $878 | $1,817-51.7% | $2,352-62.7% | $2,342-62.5% |
| Participant deferral / active EE | $1,671 | $2,580-35.2% | $3,142-46.8% | $3,332-49.9% |
| Admin fee / account holder | $2,118 | $3,825-44.6% | $5,800-63.5% | $4,645-54.4% |