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 | $50,625 | $96,305-47.4% | $80,569-37.2% | $139,434-63.7% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.5pp | 80.3%-34.9pp |
| Annual return | 9.56% | 1350.08%-1340.5pp | 935.43%-925.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,043 | $3,262-37.4% | $2,723-25.0% | $4,751-57.0% |
| Participant deferral / active EE | $4,267 | $5,232-18.4% | $4,447-4.1% | $6,710-36.4% |
| Admin fee / account holder | $5,473 | $6,599-17.1% | $5,377+1.8% | $11,403-52.0% |