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 9-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 | $63,813 | $80,673-20.9% | $101,326-37.0% | $84,808-24.8% |
| Participation rate | 47.8% | 77.8%-30.0pp | 81.5%-33.7pp | 68.3%-20.5pp |
| Annual return | 14.29% | 38.95%-24.7pp | 36.82%-22.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,475 | $2,698-45.3% | $3,665-59.7% | $2,631-43.9% |
| Participant deferral / active EE | $3,078 | $6,840-55.0% | $7,994-61.5% | $4,212-26.9% |
| Admin fee / account holder | $15,246 | $12,784+19.3% | $11,185+36.3% | $7,344+107.6% |