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 9-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 | $62,019 | $51,576+20.2% | $129,207-52.0% | $80,856-23.3% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 10.64% | 20.81%-10.2pp | 9417.33%-9406.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,887 | $1,584+19.1% | $4,153-54.6% | $2,755-31.5% |
| Participant deferral / active EE | $4,506 | $2,669+68.8% | $4,168+8.1% | $4,296+4.9% |
| Admin fee / account holder | $14,652 | $4,305+240.3% | $7,715+89.9% | $6,918+111.8% |