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 7-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 | $34,404 | $159,602-78.4% | $150,045-77.1% | $142,382-75.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 9.72% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,569 | $4,961-68.4% | $4,693-66.6% | $4,299-63.5% |
| Participant deferral / active EE | $2,655 | $8,310-68.1% | $7,997-66.8% | $6,507-59.2% |
| Admin fee / account holder | $11,126 | $14,846-25.1% | $13,435-17.2% | $12,624-11.9% |