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 | $61,648 | $183,519-66.4% | $155,509-60.4% | $145,922-57.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.64% | 61.17%-55.5pp | 64.67%-59.0pp | 561.29%-555.6pp |
| Employer contribution / active EE | $1,893 | $5,313-64.4% | $4,672-59.5% | $4,660-59.4% |
| Participant deferral / active EE | $4,032 | $6,462-37.6% | $5,626-28.3% | $6,688-39.7% |
| Admin fee / account holder | $1,022 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |