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 7-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 | $73,249 | $94,625-22.6% | $116,228-37.0% | $84,808-13.6% |
| Participation rate | 54.5% | 70.4%-15.9pp | 74.6%-20.0pp | 68.3%-13.8pp |
| Annual return | 11.40% | 20.40%-9.0pp | 90.06%-78.7pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,296 | $2,347-44.8% | $2,994-56.7% | $2,631-50.7% |
| Participant deferral / active EE | $4,499 | $3,972+13.3% | $4,953-9.2% | $4,212+6.8% |
| Admin fee / account holder | $26,005 | $10,091+157.7% | $11,989+116.9% | $7,344+254.1% |