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 6-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 | $82,022 | $163,101-49.7% | $136,749-40.0% | $142,382-42.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 4.20% | 27.54%-23.3pp | 24.33%-20.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $2,117 | $4,117-48.6% | $3,400-37.7% | $4,299-50.8% |
| Participant deferral / active EE | $7,514 | $5,585+34.5% | $4,692+60.1% | $6,507+15.5% |
| Admin fee / account holder | $4,231 | $14,318-70.5% | $11,386-62.8% | $12,624-66.5% |