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 | $37,038 | $80,673-54.1% | $101,326-63.4% | $84,808-56.3% |
| Participation rate | 63.0% | 77.8%-14.8pp | 81.5%-18.5pp | 68.3%-5.3pp |
| Annual return | 13.62% | 38.95%-25.3pp | 36.82%-23.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,569 | $2,698-4.8% | $3,665-29.9% | $2,631-2.4% |
| Participant deferral / active EE | $5,308 | $6,840-22.4% | $7,994-33.6% | $4,212+26.0% |
| Admin fee / account holder | $7,735 | $12,784-39.5% | $11,185-30.8% | $7,344+5.3% |