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 | $60,679 | $117,983-48.6% | $101,794-40.4% | $142,382-57.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 7.29% | 36.92%-29.6pp | 30.53%-23.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $2,950 | $2,773+6.4% | $2,289+28.9% | $4,299-31.4% |
| Participant deferral / active EE | $5,554 | $4,714+17.8% | $4,084+36.0% | $6,507-14.6% |
| Admin fee / account holder | $1,111 | $10,433-89.4% | $8,777-87.3% | $12,624-91.2% |