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 | $55,945 | $80,968-30.9% | $96,544-42.1% | $75,163-25.6% |
| Participation rate | 64.5% | 71.8%-7.3pp | 76.0%-11.5pp | 67.2%-2.7pp |
| Annual return | 12.22% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,739 | $2,282-23.8% | $2,965-41.3% | $2,670-34.9% |
| Participant deferral / active EE | $3,090 | $3,928-21.3% | $4,851-36.3% | $4,125-25.1% |
| Admin fee / account holder | $9,889 | $6,724+47.1% | $8,252+19.8% | $5,651+75.0% |