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 9-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 | $73,677 | $158,398-53.5% | $126,539-41.8% | $142,382-48.3% |
| Participation rate | 63.6% | 75.8%-12.2pp | 69.8%-6.2pp | 80.1%-16.5pp |
| Annual return | 7.63% | 593.76%-586.1pp | 425.95%-418.3pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,085 | $4,650-55.2% | $3,674-43.3% | $4,299-51.5% |
| Participant deferral / active EE | $4,752 | $4,767-0.3% | $4,083+16.4% | $6,507-27.0% |
| Admin fee / account holder | $77,183 | $6,918+1015.7% | $6,065+1172.7% | $12,624+511.4% |