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 | $109,135 | $150,440-27.5% | $136,294-19.9% | $147,584-26.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 10.07% | 1049.08%-1039.0pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $7,933 | $5,256+50.9% | $4,695+69.0% | $4,876+62.7% |
| Participant deferral / active EE | $7,933 | $6,630+19.6% | $6,247+27.0% | $5,439+45.9% |
| Admin fee / account holder | $6,010 | $10,905-44.9% | $9,243-35.0% | $10,885-44.8% |