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 3-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 | $70,547 | $62,327+13.2% | $120,354-41.4% | $74,495-5.3% |
| Participation rate | 37.1% | 56.8%-19.7pp | 71.9%-34.8pp | 67.2%-30.1pp |
| Annual return | 10.32% | 18.61%-8.3pp | 107.15%-96.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,138 | $1,843-38.3% | $3,463-67.1% | $2,623-56.6% |
| Participant deferral / active EE | $2,594 | $2,893-10.3% | $4,991-48.0% | $4,346-40.3% |
| Admin fee / account holder | $30,916 | $2,396+1190.4% | $9,423+228.1% | $1,942+1492.2% |