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 | $86,706 | $201,272-56.9% | $184,203-52.9% | $145,922-40.6% |
| Participation rate | 63.2% | 87.5%-24.3pp | 86.8%-23.7pp | 80.3%-17.1pp |
| Annual return | 9.50% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,146 | $7,022-69.4% | $6,427-66.6% | $4,660-53.9% |
| Participant deferral / active EE | $6,921 | $9,806-29.4% | $9,131-24.2% | $6,688+3.5% |
| Admin fee / account holder | $2,272 | $16,364-86.1% | $13,901-83.7% | $13,397-83.0% |