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 | $35,350 | $133,922-73.6% | $116,228-69.6% | $142,382-75.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 8.35% | 147.76%-139.4pp | 90.06%-81.7pp | 217.08%-208.7pp |
| Employer contribution / active EE | $3,839 | $3,446+11.4% | $2,994+28.2% | $4,299-10.7% |
| Participant deferral / active EE | $6,689 | $5,672+17.9% | $4,953+35.0% | $6,507+2.8% |
| Admin fee / account holder | $18,095 | $14,945+21.1% | $11,989+50.9% | $12,624+43.3% |