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 9-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 | $74,736 | $84,556-11.6% | $116,228-35.7% | $74,304+0.6% |
| Participation rate | 56.5% | 66.0%-9.5pp | 74.6%-18.1pp | 60.3%-3.9pp |
| Annual return | 11.58% | 18.35%-6.8pp | 90.06%-78.5pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,466 | $2,168-32.4% | $2,994-51.0% | $2,241-34.6% |
| Participant deferral / active EE | $3,721 | $3,814-2.4% | $4,953-24.9% | $3,767-1.2% |
| Admin fee / account holder | $2,997 | $3,792-21.0% | $11,989-75.0% | $2,969+0.9% |