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 | $83,858 | $114,047-26.5% | $96,139-12.8% | $167,490-49.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 5.26% | 189.88%-184.6pp | 191.94%-186.7pp | 478.56%-473.3pp |
| Employer contribution / active EE | $868 | $3,427-74.7% | $2,797-69.0% | $4,837-82.1% |
| Participant deferral / active EE | $4,128 | $5,194-20.5% | $4,349-5.1% | $6,341-34.9% |
| Admin fee / account holder | $3,067 | $6,897-55.5% | $5,537-44.6% | $12,309-75.1% |