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 | $59,978 | $96,635-37.9% | $86,612-30.8% | $139,434-57.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 6.82% | 106.41%-99.6pp | 591.07%-584.2pp | 372.94%-366.1pp |
| Employer contribution / active EE | $5,041 | $3,263+54.5% | $3,022+66.8% | $4,751+6.1% |
| Participant deferral / active EE | $11,481 | $4,836+137.4% | $4,438+158.7% | $6,710+71.1% |
| Admin fee / account holder | $191,417 | $6,408+2887.2% | $5,614+3309.5% | $11,403+1578.7% |