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 | $57,432 | $179,726-68.0% | $156,263-63.2% | $142,382-59.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 1.87% | 77.86%-76.0pp | 59.47%-57.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $1,200 | $5,069-76.3% | $4,333-72.3% | $4,299-72.1% |
| Participant deferral / active EE | $6,800 | $6,956-2.2% | $6,158+10.4% | $6,507+4.5% |
| Admin fee / account holder | $28,717 | $17,272+66.3% | $14,255+101.5% | $12,624+127.5% |