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 7-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 | $72,229 | $111,754-35.4% | $103,333-30.1% | $145,922-50.5% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 8.95% | 24.77%-15.8pp | 24.88%-15.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,625 | $4,212-37.7% | $3,868-32.1% | $4,660-43.7% |
| Participant deferral / active EE | $5,689 | $5,619+1.3% | $5,057+12.5% | $6,688-14.9% |
| Admin fee / account holder | $691 | $9,750-92.9% | $8,355-91.7% | $13,397-94.8% |