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 | $90,701 | $107,334-15.5% | $92,893-2.4% | $152,861-40.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 5.15% | 145.58%-140.4pp | 109.41%-104.3pp | 345.32%-340.2pp |
| Employer contribution / active EE | $11,111 | $4,221+163.2% | $3,653+204.2% | $4,762+133.3% |
| Participant deferral / active EE | $3,029 | $4,845-37.5% | $4,236-28.5% | $5,850-48.2% |
| Admin fee / account holder | $2,177 | $7,079-69.2% | $5,794-62.4% | $11,596-81.2% |