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 6-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 | $90,148 | $86,944+3.7% | $107,525-16.2% | $74,304+21.3% |
| Participation rate | 44.7% | 59.6%-14.9pp | 75.1%-30.4pp | 60.3%-15.7pp |
| Annual return | 11.93% | 23.52%-11.6pp | 181.32%-169.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,659 | $2,757-39.8% | $3,754-55.8% | $2,241-26.0% |
| Participant deferral / active EE | $3,240 | $3,554-8.9% | $5,116-36.7% | $3,767-14.0% |
| Admin fee / account holder | $5,974 | $3,727+60.3% | $8,919-33.0% | $2,969+101.2% |