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 | $86,153 | $91,407-5.7% | $135,903-36.6% | $71,457+20.6% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.2pp | 67.9%-1.3pp |
| Annual return | 15.28% | 29.90%-14.6pp | 68.23%-52.9pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,142 | $3,703-42.2% | $4,856-55.9% | $2,588-17.2% |
| Participant deferral / active EE | $8,815 | $7,092+24.3% | $7,758+13.6% | $4,289+105.5% |
| Admin fee / account holder | $9,230 | $1,266+629.2% | $10,762-14.2% | $1,587+481.5% |