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 5-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 | $81,789 | $99,877-18.1% | $84,966-3.7% | $145,922-44.0% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 6.84% | 83.76%-76.9pp | 66.38%-59.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $3,080 | $3,231-4.7% | $2,727+12.9% | $4,660-33.9% |
| Participant deferral / active EE | $14,217 | $5,291+168.7% | $4,519+214.6% | $6,688+112.6% |
| Admin fee / account holder | $5,110 | $7,248-29.5% | $6,149-16.9% | $13,397-61.9% |