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 | $90,660 | $109,817-17.4% | $98,442-7.9% | $167,490-45.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 8.72% | 1956.69%-1948.0pp | 1492.73%-1484.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $5,992 | $3,224+85.9% | $2,960+102.4% | $4,837+23.9% |
| Participant deferral / active EE | $3,239 | $4,673-30.7% | $4,276-24.3% | $6,341-48.9% |
| Admin fee / account holder | $90,473 | $6,753+1239.8% | $5,949+1420.8% | $12,309+635.0% |