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 | $63,674 | $54,762+16.3% | $90,281-29.5% | $72,985-12.8% |
| Participation rate | 58.3% | 65.1%-6.8pp | 73.3%-14.9pp | 69.5%-11.2pp |
| Annual return | 15.68% | 30.63%-15.0pp | 78.10%-62.4pp | 81.00%-65.3pp |
| Employer contribution / active EE | $363 | $2,092-82.6% | $2,854-87.3% | $2,440-85.1% |
| Participant deferral / active EE | $3,499 | $2,887+21.2% | $3,885-9.9% | $3,607-3.0% |
| Admin fee / account holder | $1,835 | $3,972-53.8% | $5,351-65.7% | $5,124-64.2% |