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 | $43,524 | $159,901-72.8% | $146,958-70.4% | $145,922-70.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.56% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,802 | $5,286-65.9% | $4,933-63.5% | $4,660-61.3% |
| Participant deferral / active EE | $3,604 | $8,428-57.2% | $8,070-55.3% | $6,688-46.1% |
| Admin fee / account holder | $13,002 | $15,044-13.6% | $12,9980% | $13,397-2.9% |