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 | $63,898 | $109,881-41.8% | $150,045-57.4% | $84,808-24.7% |
| Participation rate | 59.6% | 76.1%-16.4pp | 82.3%-22.7pp | 68.3%-8.7pp |
| Annual return | 13.82% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,524 | $3,561+27.0% | $4,693-3.6% | $2,631+71.9% |
| Participant deferral / active EE | $4,223 | $6,636-36.4% | $7,997-47.2% | $4,212+0.3% |
| Admin fee / account holder | $4,266 | $8,568-50.2% | $13,435-68.2% | $7,344-41.9% |