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 | $60,473 | $107,334-43.7% | $92,893-34.9% | $152,861-60.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 3.07% | 145.58%-142.5pp | 109.41%-106.3pp | 345.32%-342.2pp |
| Employer contribution / active EE | $2,264 | $4,221-46.4% | $3,653-38.0% | $4,762-52.5% |
| Participant deferral / active EE | $4,538 | $4,845-6.3% | $4,236+7.1% | $5,850-22.4% |
| Admin fee / account holder | $46,573 | $7,079+557.9% | $5,794+703.8% | $11,596+301.6% |