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 | $45,178 | $94,625-52.3% | $116,228-61.1% | $84,808-46.7% |
| Participation rate | 55.8% | 70.4%-14.6pp | 74.6%-18.7pp | 68.3%-12.5pp |
| Annual return | 11.92% | 20.40%-8.5pp | 90.06%-78.1pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,408 | $2,347-40.0% | $2,994-53.0% | $2,631-46.5% |
| Participant deferral / active EE | $5,005 | $3,972+26.0% | $4,953+1.0% | $4,212+18.8% |
| Admin fee / account holder | $16,983 | $10,091+68.3% | $11,989+41.7% | $7,344+131.3% |