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 4-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 | $53,687 | $102,604-47.7% | $86,188-37.7% | $139,434-61.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 3.38% | 1922.51%-1919.1pp | 1168.45%-1165.1pp | 372.94%-369.6pp |
| Employer contribution / active EE | $729 | $3,032-76.0% | $2,380-69.4% | $4,751-84.7% |
| Participant deferral / active EE | $11,250 | $4,676+140.6% | $3,985+182.3% | $6,710+67.7% |
| Admin fee / account holder | $449 | $8,657-94.8% | $6,852-93.4% | $11,403-96.1% |