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 3-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 | $25,248 | $133,922-81.1% | $116,228-78.3% | $142,382-82.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 9.65% | 147.76%-138.1pp | 90.06%-80.4pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,571 | $3,446-25.4% | $2,994-14.2% | $4,299-40.2% |
| Participant deferral / active EE | $4,263 | $5,672-24.8% | $4,953-13.9% | $6,507-34.5% |
| Admin fee / account holder | $15,236 | $14,945+2.0% | $11,989+27.1% | $12,624+20.7% |