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 | $52,692 | $56,053-6.0% | $75,972-30.6% | $80,856-34.8% |
| Participation rate | 58.6% | 62.0%-3.4pp | 69.1%-10.4pp | 67.6%-9.0pp |
| Annual return | 9.70% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,638 | $1,874-12.6% | $2,685-39.0% | $2,755-40.5% |
| Participant deferral / active EE | $4,074 | $3,052+33.5% | $4,255-4.3% | $4,296-5.2% |
| Admin fee / account holder | $13,461 | $5,234+157.2% | $6,467+108.2% | $6,918+94.6% |