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 9-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 | $58,493 | $54,705+6.9% | $71,209-17.9% | $84,808-31.0% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 3.91% | 35.90%-32.0pp | 282.51%-278.6pp | 40.90%-37.0pp |
| Employer contribution / active EE | $2,575 | $2,158+19.3% | $2,721-5.4% | $2,631-2.1% |
| Participant deferral / active EE | $5,689 | $3,030+87.7% | $4,175+36.3% | $4,212+35.1% |
| Admin fee / account holder | $2,888 | $4,863-40.6% | $5,349-46.0% | $7,344-60.7% |