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 | $30,884 | $81,460-62.1% | $103,333-70.1% | $80,856-61.8% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 8.55% | 25.55%-17.0pp | 24.88%-16.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $3,567 | $3,105+14.9% | $3,868-7.8% | $2,755+29.5% |
| Participant deferral / active EE | $4,454 | $3,869+15.1% | $5,057-11.9% | $4,296+3.7% |
| Admin fee / account holder | $26,077 | $6,566+297.1% | $8,355+212.1% | $6,918+276.9% |