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 8-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 | $62,368 | $102,317-39.0% | $146,958-57.6% | $80,856-22.9% |
| Participation rate | 69.8% | 75.8%-6.1pp | 82.2%-12.4pp | 67.6%+2.1pp |
| Annual return | 11.24% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,667 | $3,713-1.2% | $4,933-25.7% | $2,755+33.1% |
| Participant deferral / active EE | $7,114 | $6,644+7.1% | $8,070-11.8% | $4,296+65.6% |
| Admin fee / account holder | $5,897 | $7,941-25.7% | $12,998-54.6% | $6,918-14.8% |