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 10-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 | $60,373 | $51,576+17.1% | $129,207-53.3% | $80,856-25.3% |
| Participation rate | 57.9% | 57.0%+0.9pp | 69.6%-11.7pp | 67.6%-9.7pp |
| Annual return | 6.63% | 20.81%-14.2pp | 9417.33%-9410.7pp | 35.59%-29.0pp |
| Employer contribution / active EE | $2,694 | $1,584+70.1% | $4,153-35.1% | $2,755-2.2% |
| Participant deferral / active EE | $4,486 | $2,669+68.1% | $4,168+7.6% | $4,296+4.4% |
| Admin fee / account holder | $70,227 | $4,305+1531.3% | $7,715+810.3% | $6,918+915.1% |