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 | $67,716 | $74,888-9.6% | $71,209-4.9% | $142,382-52.4% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 8.09% | 345.14%-337.1pp | 282.51%-274.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,283 | $2,854-20.0% | $2,721-16.1% | $4,299-46.9% |
| Participant deferral / active EE | $3,498 | $4,454-21.5% | $4,175-16.2% | $6,507-46.2% |
| Admin fee / account holder | $9,228 | $5,568+65.7% | $5,349+72.5% | $12,624-26.9% |