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 | $70,371 | $70,756-0.5% | $65,493+7.4% | $142,382-50.6% |
| Participation rate | 69.2% | 77.4%-8.2pp | 73.1%-3.9pp | 80.1%-10.9pp |
| Annual return | 10.85% | 1754.89%-1744.0pp | 982.45%-971.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,637 | $2,881-43.2% | $2,574-36.4% | $4,299-61.9% |
| Participant deferral / active EE | $3,273 | $4,637-29.4% | $3,961-17.4% | $6,507-49.7% |
| Admin fee / account holder | $24,934 | $6,559+280.1% | $5,028+395.9% | $12,624+97.5% |