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 5-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 | $83,945 | $81,625+2.8% | $58,482+43.5% | $139,434-39.8% |
| Participation rate | 21.7% | 61.3%-39.6pp | 50.9%-29.1pp | 80.3%-58.6pp |
| Annual return | 5.17% | 7404.20%-7399.0pp | 4239.32%-4234.2pp | 372.94%-367.8pp |
| Employer contribution / active EE | $412 | $1,398-70.6% | $1,053-60.9% | $4,751-91.3% |
| Participant deferral / active EE | $2,560 | $2,557+0.1% | $1,924+33.1% | $6,710-61.9% |
| Admin fee / account holder | $1,640 | $3,265-49.8% | $2,516-34.8% | $11,403-85.6% |