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 | $62,103 | $171,865-63.9% | $149,718-58.5% | $147,584-57.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 4.51% | 2113.22%-2108.7pp | 1501.63%-1497.1pp | 578.55%-574.0pp |
| Employer contribution / active EE | $8,334 | $6,275+32.8% | $5,445+53.1% | $4,876+70.9% |
| Participant deferral / active EE | $4,449 | $7,271-38.8% | $6,569-32.3% | $5,439-18.2% |
| Admin fee / account holder | $333 | $13,799-97.6% | $11,283-97.0% | $10,885-96.9% |