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 | $82,460 | $102,604-19.6% | $86,188-4.3% | $139,434-40.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 7.75% | 1922.51%-1914.8pp | 1168.45%-1160.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,317 | $3,032-56.6% | $2,380-44.6% | $4,751-72.3% |
| Participant deferral / active EE | $1,948 | $4,676-58.3% | $3,985-51.1% | $6,710-71.0% |
| Admin fee / account holder | $165,322 | $8,657+1809.8% | $6,852+2312.9% | $11,403+1349.9% |