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 4-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 | $101,383 | $177,572-42.9% | $154,803-34.5% | $142,382-28.8% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 7.14% | 65.07%-57.9pp | 58.88%-51.7pp | 217.08%-209.9pp |
| Employer contribution / active EE | $3,276 | $4,810-31.9% | $4,305-23.9% | $4,299-23.8% |
| Participant deferral / active EE | $5,875 | $6,272-6.3% | $5,540+6.0% | $6,507-9.7% |
| Admin fee / account holder | $555 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |