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 | $66,127 | $72,277-8.5% | $101,248-34.7% | $79,858-17.2% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 5.24% | 22.30%-17.1pp | 46.47%-41.2pp | 31.71%-26.5pp |
| Employer contribution / active EE | $2,200 | $2,692-18.2% | $3,660-39.9% | $2,471-10.9% |
| Participant deferral / active EE | $3,582 | $3,282+9.1% | $4,370-18.0% | $3,740-4.2% |
| Admin fee / account holder | $49,797 | $4,400+1031.7% | $5,945+737.6% | $5,306+838.4% |