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 | $58,169 | $29,660+96.1% | $56,411+3.1% | $80,856-28.1% |
| Participation rate | 24.3% | 41.6%-17.3pp | 52.5%-28.1pp | 67.6%-43.3pp |
| Annual return | 9.49% | 35.23%-25.7pp | 1701.33%-1691.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,169 | $669+74.7% | $1,039+12.6% | $2,755-57.6% |
| Participant deferral / active EE | $2,379 | $1,226+94.1% | $1,952+21.9% | $4,296-44.6% |
| Admin fee / account holder | $2,831 | $2,428+16.6% | $2,829+0.1% | $6,918-59.1% |