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 5-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 | $47,297 | $117,841-59.9% | $102,423-53.8% | $145,922-67.6% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 5.89% | 31.65%-25.8pp | 29.32%-23.4pp | 561.29%-555.4pp |
| Employer contribution / active EE | $4,968 | $3,615+37.4% | $3,023+64.3% | $4,660+6.6% |
| Participant deferral / active EE | $12,331 | $5,731+115.2% | $5,053+144.0% | $6,688+84.4% |
| Admin fee / account holder | $10,559 | $13,326-20.8% | $9,451+11.7% | $13,397-21.2% |