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 | $67,069 | $89,753-25.3% | $107,525-37.6% | $84,808-20.9% |
| Participation rate | 48.0% | 68.1%-20.1pp | 75.1%-27.1pp | 68.3%-20.3pp |
| Annual return | 12.44% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,936 | $3,113-37.8% | $3,754-48.4% | $2,631-26.4% |
| Participant deferral / active EE | $3,641 | $4,056-10.2% | $5,116-28.8% | $4,212-13.5% |
| Admin fee / account holder | $6,918 | $7,222-4.2% | $8,919-22.4% | $7,344-5.8% |