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 6-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 | $87,727 | $104,974-16.4% | $95,585-8.2% | $142,382-38.4% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 2.94% | 210.33%-207.4pp | 38.56%-35.6pp | 217.08%-214.1pp |
| Employer contribution / active EE | $4,020 | $2,779+44.7% | $2,527+59.1% | $4,299-6.5% |
| Participant deferral / active EE | $5,202 | $4,352+19.5% | $4,023+29.3% | $6,507-20.1% |
| Admin fee / account holder | $372 | $6,386-94.2% | $6,127-93.9% | $12,624-97.1% |