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 | $35,190 | $111,754-68.5% | $103,333-65.9% | $145,922-75.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.62% | 24.77%-16.1pp | 24.88%-16.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,753 | $4,212-34.6% | $3,868-28.8% | $4,660-40.9% |
| Participant deferral / active EE | $7,529 | $5,619+34.0% | $5,057+48.9% | $6,688+12.6% |
| Admin fee / account holder | $12,933 | $9,750+32.6% | $8,355+54.8% | $13,397-3.5% |