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 6-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 | $101,547 | $214,378-52.6% | $200,582-49.4% | $142,382-28.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 11.25% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,401 | $6,841-79.5% | $6,419-78.2% | $4,299-67.4% |
| Participant deferral / active EE | $5,901 | $9,865-40.2% | $9,331-36.8% | $6,507-9.3% |
| Admin fee / account holder | $1,488 | $17,692-91.6% | $16,305-90.9% | $12,624-88.2% |