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 | $65,034 | $159,901-59.3% | $146,958-55.7% | $145,922-55.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 7.37% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,062 | $5,286-61.0% | $4,933-58.2% | $4,660-55.7% |
| Participant deferral / active EE | $8,796 | $8,428+4.4% | $8,070+9.0% | $6,688+31.5% |
| Admin fee / account holder | $26,864 | $15,044+78.6% | $12,998+106.7% | $13,397+100.5% |