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 | $114,672 | $183,519-37.5% | $155,509-26.3% | $145,922-21.4% |
| Participation rate | 26.1% | 82.7%-56.6pp | 78.2%-52.1pp | 80.3%-54.2pp |
| Annual return | 8.37% | 61.17%-52.8pp | 64.67%-56.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,057 | $5,313-80.1% | $4,672-77.4% | $4,660-77.3% |
| Participant deferral / active EE | $2,005 | $6,462-69.0% | $5,626-64.4% | $6,688-70.0% |
| Admin fee / account holder | $4,182 | $19,313-78.3% | $15,912-73.7% | $13,397-68.8% |