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 | $33,713 | $177,572-81.0% | $154,803-78.2% | $142,382-76.3% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 8.22% | 65.07%-56.8pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,856 | $4,810-61.4% | $4,305-56.9% | $4,299-56.8% |
| Participant deferral / active EE | $6,398 | $6,272+2.0% | $5,540+15.5% | $6,507-1.7% |
| Admin fee / account holder | $58,717 | $16,786+249.8% | $14,329+309.8% | $12,624+365.1% |