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 | $36,567 | $117,983-69.0% | $101,794-64.1% | $142,382-74.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 9.93% | 36.92%-27.0pp | 30.53%-20.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,655 | $2,773-4.2% | $2,289+16.0% | $4,299-38.2% |
| Participant deferral / active EE | $5,591 | $4,714+18.6% | $4,084+36.9% | $6,507-14.1% |
| Admin fee / account holder | $29,977 | $10,433+187.3% | $8,777+241.5% | $12,624+137.5% |