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 8-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 | $42,367 | $53,516-20.8% | $126,539-66.5% | $84,808-50.0% |
| Participation rate | 61.2% | 58.2%+2.9pp | 69.8%-8.6pp | 68.3%-7.1pp |
| Annual return | 8.41% | 58.34%-49.9pp | 425.95%-417.5pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,693 | $1,535+10.3% | $3,674-53.9% | $2,631-35.6% |
| Participant deferral / active EE | $3,559 | $2,671+33.3% | $4,083-12.8% | $4,212-15.5% |
| Admin fee / account holder | $3,500 | $4,497-22.2% | $6,065-42.3% | $7,344-52.3% |