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 | $70,880 | $81,460-13.0% | $103,333-31.4% | $80,856-12.3% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 8.84% | 25.55%-16.7pp | 24.88%-16.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $3,243 | $3,105+4.5% | $3,868-16.1% | $2,755+17.7% |
| Participant deferral / active EE | $6,968 | $3,869+80.1% | $5,057+37.8% | $4,296+62.2% |
| Admin fee / account holder | $6,727 | $6,566+2.4% | $8,355-19.5% | $6,918-2.8% |