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 | $37,096 | $77,314-52.0% | $177,989-79.2% | $80,856-54.1% |
| Participation rate | 68.0% | 65.7%+2.3pp | 77.1%-9.1pp | 67.6%+0.4pp |
| Annual return | 7.88% | 18.09%-10.2pp | 294.48%-286.6pp | 35.59%-27.7pp |
| Employer contribution / active EE | $5,400 | $2,292+135.6% | $3,949+36.7% | $2,755+96.0% |
| Participant deferral / active EE | $2,895 | $4,411-34.4% | $6,276-53.9% | $4,296-32.6% |
| Admin fee / account holder | $23,222 | $7,191+222.9% | $10,363+124.1% | $6,918+235.7% |