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 8-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 | $68,511 | $159,602-57.1% | $150,045-54.3% | $142,382-51.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 8.17% | 70.24%-62.1pp | 62.55%-54.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,970 | $4,961-60.3% | $4,693-58.0% | $4,299-54.2% |
| Participant deferral / active EE | $6,010 | $8,310-27.7% | $7,997-24.9% | $6,507-7.6% |
| Admin fee / account holder | $46,787 | $14,846+215.1% | $13,435+248.3% | $12,624+270.6% |