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 7-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 | $44,377 | $159,901-72.2% | $146,958-69.8% | $145,922-69.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.01% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $5,552 | $5,286+5.0% | $4,933+12.6% | $4,660+19.2% |
| Participant deferral / active EE | $13,428 | $8,428+59.3% | $8,070+66.4% | $6,688+100.8% |
| Admin fee / account holder | $324,830 | $15,044+2059.2% | $12,998+2399.1% | $13,397+2324.7% |