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 9-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 | $95,296 | $111,754-14.7% | $103,333-7.8% | $145,922-34.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.92% | 24.77%-18.8pp | 24.88%-19.0pp | 561.29%-555.4pp |
| Employer contribution / active EE | $2,494 | $4,212-40.8% | $3,868-35.5% | $4,660-46.5% |
| Participant deferral / active EE | $15,364 | $5,619+173.5% | $5,057+203.8% | $6,688+129.7% |
| Admin fee / account holder | $268,256 | $9,750+2651.3% | $8,355+3110.8% | $13,397+1902.4% |