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 | $69,606 | $217,402-68.0% | $185,823-62.5% | $167,490-58.4% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 8.34% | 148.36%-140.0pp | 122.05%-113.7pp | 478.56%-470.2pp |
| Employer contribution / active EE | $7,055 | $5,873+20.1% | $5,167+36.5% | $4,837+45.8% |
| Participant deferral / active EE | $9,750 | $6,356+53.4% | $5,568+75.1% | $6,341+53.8% |
| Admin fee / account holder | $470 | $19,811-97.6% | $16,237-97.1% | $12,309-96.2% |