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 | $82,881 | $114,381-27.5% | $107,525-22.9% | $142,382-41.8% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 2.36% | 242.71%-240.3pp | 181.32%-179.0pp | 217.08%-214.7pp |
| Employer contribution / active EE | $5,470 | $4,015+36.2% | $3,754+45.7% | $4,299+27.2% |
| Participant deferral / active EE | $9,884 | $5,564+77.6% | $5,116+93.2% | $6,507+51.9% |
| Admin fee / account holder | $423,787 | $9,860+4198.0% | $8,919+4651.7% | $12,624+3257.1% |