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 | $65,840 | $140,940-53.3% | $112,229-41.3% | $139,434-52.8% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 3.23% | 32.71%-29.5pp | 30.20%-27.0pp | 372.94%-369.7pp |
| Employer contribution / active EE | $1,962 | $4,283-54.2% | $3,430-42.8% | $4,751-58.7% |
| Participant deferral / active EE | $5,703 | $5,874-2.9% | $4,798+18.9% | $6,710-15.0% |
| Admin fee / account holder | $525 | $9,954-94.7% | $7,748-93.2% | $11,403-95.4% |