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 | $53,527 | $57,281-6.6% | $86,612-38.2% | $75,163-28.8% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 10.87% | 2670.75%-2659.9pp | 591.07%-580.2pp | 160.62%-149.8pp |
| Employer contribution / active EE | $2,264 | $2,314-2.2% | $3,022-25.1% | $2,670-15.2% |
| Participant deferral / active EE | $5,395 | $3,318+62.6% | $4,438+21.6% | $4,125+30.8% |
| Admin fee / account holder | $14,533 | $4,112+253.4% | $5,614+158.9% | $5,651+157.2% |