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 8-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 | $77,501 | $104,907-26.1% | $84,611-8.4% | $152,861-49.3% |
| Participation rate | 20.0% | 74.8%-54.8pp | 68.2%-48.2pp | 82.4%-62.4pp |
| Annual return | 3.28% | 373.79%-370.5pp | 258.74%-255.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $1,668 | $3,302-49.5% | $2,652-37.1% | $4,762-65.0% |
| Participant deferral / active EE | $3,800 | $4,688-18.9% | $3,899-2.5% | $5,850-35.0% |
| Admin fee / account holder | $368 | $6,241-94.1% | $4,912-92.5% | $11,596-96.8% |