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 | $90,113 | $88,751+1.5% | $81,812+10.1% | $145,922-38.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 4.93% | 1025.40%-1020.5pp | 773.79%-768.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,590 | $3,083-48.4% | $2,912-45.4% | $4,660-65.9% |
| Participant deferral / active EE | $4,750 | $4,643+2.3% | $4,319+10.0% | $6,688-29.0% |
| Admin fee / account holder | $37,536 | $8,415+346.0% | $7,386+408.2% | $13,397+180.2% |