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 6-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 | $101,110 | $214,378-52.8% | $200,582-49.6% | $142,382-29.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 4.47% | 46.41%-41.9pp | 42.33%-37.9pp | 217.08%-212.6pp |
| Employer contribution / active EE | $2,245 | $6,841-67.2% | $6,419-65.0% | $4,299-47.8% |
| Participant deferral / active EE | $15,500 | $9,865+57.1% | $9,331+66.1% | $6,507+138.2% |
| Admin fee / account holder | $77,298 | $17,692+336.9% | $16,305+374.1% | $12,624+512.3% |