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 | $64,640 | $48,750+32.6% | $88,946-27.3% | $74,304-13.0% |
| Participation rate | 36.6% | 44.5%-7.8pp | 68.8%-32.2pp | 60.3%-23.7pp |
| Annual return | 14.07% | 25.91%-11.8pp | 57.82%-43.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,522 | $1,255+21.3% | $2,555-40.4% | $2,241-32.1% |
| Participant deferral / active EE | $2,724 | $2,423+12.4% | $4,581-40.5% | $3,767-27.7% |
| Admin fee / account holder | $6,830 | $3,756+81.9% | $8,261-17.3% | $2,969+130.1% |