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 | $90,089 | $73,933+21.9% | $96,683-6.8% | $75,163+19.9% |
| Participation rate | 51.4% | 66.4%-15.0pp | 74.3%-22.9pp | 67.2%-15.8pp |
| Annual return | 11.93% | 26.70%-14.8pp | 35.69%-23.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,221 | $2,928-24.2% | $3,737-40.6% | $2,670-16.8% |
| Participant deferral / active EE | $4,095 | $3,659+11.9% | $4,878-16.1% | $4,125-0.7% |
| Admin fee / account holder | $683 | $5,216-86.9% | $6,730-89.8% | $5,651-87.9% |