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 | $71,085 | $165,984-57.2% | $164,813-56.9% | $145,922-51.3% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 8.44% | 100.03%-91.6pp | 69.93%-61.5pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,961 | $5,273-62.8% | $4,341-54.8% | $4,660-57.9% |
| Participant deferral / active EE | $2,624 | $6,959-62.3% | $6,031-56.5% | $6,688-60.8% |
| Admin fee / account holder | $228,370 | $16,648+1271.8% | $12,690+1699.6% | $13,397+1604.6% |