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 | $115,756 | $171,865-32.6% | $149,718-22.7% | $147,584-21.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 4.29% | 2113.22%-2108.9pp | 1501.63%-1497.3pp | 578.55%-574.3pp |
| Employer contribution / active EE | $5,400 | $6,275-13.9% | $5,445-0.8% | $4,876+10.7% |
| Participant deferral / active EE | $9,000 | $7,271+23.8% | $6,569+37.0% | $5,439+65.5% |
| Admin fee / account holder | $242,674 | $13,799+1658.6% | $11,283+2050.8% | $10,885+2129.4% |