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 8-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 | $111,587 | $159,901-30.2% | $146,958-24.1% | $145,922-23.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.86% | 98.13%-92.3pp | 418.34%-412.5pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,062 | $5,286-79.9% | $4,933-78.5% | $4,660-77.2% |
| Participant deferral / active EE | $13,300 | $8,428+57.8% | $8,070+64.8% | $6,688+98.9% |
| Admin fee / account holder | $571 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |