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 | $83,602 | $214,378-61.0% | $200,582-58.3% | $142,382-41.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 9.55% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $5,858 | $6,841-14.4% | $6,419-8.7% | $4,299+36.3% |
| Participant deferral / active EE | $8,910 | $9,865-9.7% | $9,331-4.5% | $6,507+36.9% |
| Admin fee / account holder | $15,765 | $17,692-10.9% | $16,305-3.3% | $12,624+24.9% |