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 | $90,382 | $176,662-48.8% | $130,648-30.8% | $152,861-40.9% |
| Participation rate | 64.7% | 79.0%-14.3pp | 71.7%-7.0pp | 82.4%-17.7pp |
| Annual return | 5.03% | 2692.24%-2687.2pp | 1708.96%-1703.9pp | 345.32%-340.3pp |
| Employer contribution / active EE | $1,237 | $5,742-78.5% | $4,092-69.8% | $4,762-74.0% |
| Participant deferral / active EE | $3,115 | $4,361-28.6% | $3,603-13.5% | $5,850-46.8% |
| Admin fee / account holder | $1,872 | $7,133-73.8% | $5,464-65.7% | $11,596-83.9% |