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 | $53,462 | $127,065-57.9% | $113,168-52.8% | $142,382-62.5% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 2.96% | 24.03%-21.1pp | 24.27%-21.3pp | 217.08%-214.1pp |
| Employer contribution / active EE | $1,758 | $3,442-48.9% | $2,975-40.9% | $4,299-59.1% |
| Participant deferral / active EE | $11,097 | $5,716+94.1% | $5,107+117.3% | $6,507+70.5% |
| Admin fee / account holder | $2,375,050 | $15,736+14993.2% | $12,068+19581.1% | $12,624+18714.2% |