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 10-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 | $25,361 | $60,892-58.4% | $82,389-69.2% | $84,808-70.1% |
| Participation rate | 58.1% | 63.3%-5.1pp | 69.5%-11.4pp | 68.3%-10.2pp |
| Annual return | 7.96% | 37.29%-29.3pp | 28.67%-20.7pp | 40.90%-32.9pp |
| Employer contribution / active EE | $2,626 | $1,779+47.6% | $2,517+4.3% | $2,631-0.2% |
| Participant deferral / active EE | $4,697 | $3,179+47.8% | $4,155+13.1% | $4,212+11.5% |
| Admin fee / account holder | $20,851 | $5,467+281.4% | $7,231+188.4% | $7,344+183.9% |