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 7-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 | $70,155 | $74,888-6.3% | $71,209-1.5% | $142,382-50.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 10.77% | 345.14%-334.4pp | 282.51%-271.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,114 | $2,854-26.0% | $2,721-22.3% | $4,299-50.8% |
| Participant deferral / active EE | $4,921 | $4,454+10.5% | $4,175+17.9% | $6,507-24.4% |
| Admin fee / account holder | $49,277 | $5,568+784.9% | $5,349+821.3% | $12,624+290.4% |