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 | $60,457 | $74,927-19.3% | $101,794-40.6% | $84,808-28.7% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.2%-6.7pp | 68.3%-5.8pp |
| Annual return | 10.77% | 18.70%-7.9pp | 30.53%-19.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,100 | $1,522-27.7% | $2,289-52.0% | $2,631-58.2% |
| Participant deferral / active EE | $4,138 | $3,099+33.5% | $4,084+1.3% | $4,212-1.7% |
| Admin fee / account holder | $59,257 | $6,514+809.7% | $8,777+575.1% | $7,344+706.9% |