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 | $85,145 | $214,378-60.3% | $200,582-57.6% | $142,382-40.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 9.56% | 46.41%-36.8pp | 42.33%-32.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,618 | $6,841-47.1% | $6,419-43.6% | $4,299-15.8% |
| Participant deferral / active EE | $19,722 | $9,865+99.9% | $9,331+111.4% | $6,507+203.1% |
| Admin fee / account holder | $22,560 | $17,692+27.5% | $16,305+38.4% | $12,624+78.7% |