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 | $59,157 | $150,440-60.7% | $136,294-56.6% | $147,584-59.9% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 4.93% | 1049.08%-1044.1pp | 5155.94%-5151.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $7,785 | $5,256+48.1% | $4,695+65.8% | $4,876+59.6% |
| Participant deferral / active EE | $5,778 | $6,630-12.9% | $6,247-7.5% | $5,439+6.2% |
| Admin fee / account holder | $8,228 | $10,905-24.6% | $9,243-11.0% | $10,885-24.4% |