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 | $62,206 | $65,041-4.4% | $90,951-31.6% | $79,858-22.1% |
| Participation rate | 68.2% | 61.6%+6.6pp | 69.0%-0.8pp | 69.6%-1.5pp |
| Annual return | 4.44% | 30.45%-26.0pp | 134.60%-130.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $2,432 | $1,247+95.0% | $2,122+14.6% | $2,471-1.6% |
| Participant deferral / active EE | $4,002 | $2,512+59.3% | $3,373+18.7% | $3,740+7.0% |
| Admin fee / account holder | $9,581 | $4,536+111.2% | $5,959+60.8% | $5,306+80.6% |