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 | $55,266 | $176,056-68.6% | $159,436-65.3% | $167,490-67.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.06% | 331.75%-322.7pp | 263.57%-254.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,778 | $5,297-47.5% | $4,829-42.5% | $4,837-42.6% |
| Participant deferral / active EE | $6,968 | $7,750-10.1% | $7,352-5.2% | $6,341+9.9% |
| Admin fee / account holder | $26,354 | $12,554+109.9% | $10,799+144.1% | $12,309+114.1% |