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 | $111,430 | $117,841-5.4% | $102,423+8.8% | $145,922-23.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 6.77% | 31.65%-24.9pp | 29.32%-22.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,631 | $3,615-54.9% | $3,023-46.1% | $4,660-65.0% |
| Participant deferral / active EE | $3,687 | $5,731-35.7% | $5,053-27.0% | $6,688-44.9% |
| Admin fee / account holder | $299,363 | $13,326+2146.5% | $9,451+3067.6% | $13,397+2134.6% |